After three years in our home office as a product analyst, I pursued my passion of supporting clients and helping them meet their financial goals. I value personal relationships based on a deep understanding of my clients' financial needs.
Using a solutions-based approach allows me to help clients create personal financial strategies for all life transitions. Whether one is going through a career change, marriage/divorce, retirement, needing to save for education or planning to leave a legacy, I work closely and confidentially with a trusted team of accountants, estate planning attorneys and other professionals to help ensure a customized personal strategy is in place.
Along with my branch office administrator, Joanne Schneider, who has over 15 years of financial experience, I strive to ensure that our clients know they are a top priority and are receiving the best client experience.
Outside of work, I serve as co-chair over professional development for the Red Shoe Society, a professional group that seeks to engage and inspire young professionals to support the Ronald McDonald House Charities of St. Louis. Additionally, I serve on the Saint Josephs Academy alumnae board.
On a personal note: I am a former Division 1 basketball player at Saint Louis University. It was through SLU basketball that I met my husband, Mike, who played on the men's basketball team. In our free time, you will find us running outside, spending time with our friends and family, and exploring new restaurants in the city.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Personal Fitness
- Community Outreach
Personal Interests
- Spending Time with Family
- Coaching Sports
- Personal Fitness
- Community Outreach
Office Information
Phone Number
Erin E Nelson at (314) 962-3486Branch Team
- Joanne Schneider
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Connect on Social
Branch Team
- Joanne Schneider
- Sr. Branch Office Administrator
Branch Team
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