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Investment Advisor Representative
St. Louis, MO
Gina brings 16 years of investment planning and public accounting experience to KEB Asset Management. Gina is an investment advisor representative and portfolio manager 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 KEB St. Louis division's retirement planning services for corporate clients. She works with corporate clients to select the appropriate service providers for their plans, develop a prudent investment strategy, and provide conflict-free advice to both our clients and their participants.
Gina is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and an Investment Advisor Representative. Gina holds a bachelor's degree in Business Administration with a double concentration in Accounting and Finance from McKendree University.
Away from the office, Gina is passionate about fitness and nutrition, and enjoys spending time with her husband, Dan, and their three young children. Gina and her family reside in southern Illinois.
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