Susan is the Director of Wealth Management in our St. Louis office and joined the firm in 2011 bringing years of experience in multi- dimensional planning to the St. Louis office. Her background in financial planning, estate planning and counseling equip her a to deeply understand client’s finances as well as the relationships that influence […]
Gina brings 20 years of investment planning and public accounting experience to KEB Wealth Advisors. Gina is a wealth advisor who aligns investments with clients’ overall goals and objectives. As a CPA with extensive experience in personal and business tax planning, Gina provides clients with personalized, tax-sensitive planning. Gina is also focused on managing the […]
Rob’s passion is working closely with clients to understand their financial and life objectives, and jointly structure and execute a plan to achieve the desired outcome. He believes a disciplined, comprehensive, well managed approach to wealth management drives success. Rob has nearly 30 years of business experience with Boeing and Mastercard. He fostered relationships with […]
Jenny is a senior manager in KEB’s St. Louis, MO office and joined the firm in 2015. She has 15 years of experience providing tax and relating consulting services to individuals, businesses, trusts, estates, and tax-exempt organizations. She is experienced and knowledgeable in the areas of individual and flow-through entity taxation, family estate planning, and […]
Polly is a Tax Manager at KEB’s O’Fallon, Illinois office. She joined the firm in 2017 and has more than 26 years of experience providing tax and financial management services for closely held businesses. FAMILY Two grown kids, five grandchildren, two Chihuahua’s BUCKET LIST Travel to New York and a Broadway Play SCHOOL Southern Illinois […]
| ILLINOIS |
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| Columbia Litchfield Marion O’Fallon Springfield |
| MISSOURI |
| Cape Girardeau St. Louis |
| WISCONSIN |
| Milwaukee |
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