Charolette L McKinney

Charolette has been in the Personal Financial Service arena for over 10 years. Prior to entering the Personal Finance business she spent 20 years working with the actuaries of various insurance companies an Actuarial Student/Financial Analyst. 

Having also been a Math and Physics High School Teacher Charolette brings her desire to educate to the people she works with.

She holds a Bachelor of Science in Mathematics and an MBA with Emphasis in Finance from Webster University

Although Charolette is not from St. Louis, she has been her for 20+ years, is married with two stepchildren and three grandchildren. She is very active in the china painting community in St. Louis and has is a Past President of the Missouri World Organization of China Painters and a Past President of the Missouri Federation of China Painters.

We manage assets for individuals and families, providing investment management, and financial planning services.

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