Financial Education Professionals

Contact our team of financial education professionals for help!

Our team of financial education professionals conduct FREE seminars and one-on-one consultations throughout the year at numerous locations across the state. With over 60 years of combined service with the MO Deferred Comp Plan, their experience, knowledge and dedication to serving you are what help make deferred comp a valuable employee benefit. Download the Financial Education Professional Territory Map to see who represents your area or department, or keep scrolling to find your education professional.

Meet the Team

Your local deferred comp Financial Education Professional can answer your savings and investment questions, discuss your personalized savings strategy, estimate your retirement income needs and more. Schedule your 1-on-1 meeting today!

Tammara Carter, MBA, MS
Financial Education Professional
St. Louis area and Southeast Missouri
tammarac@mosers.org
573-644-1262
More About Tammara
David Gibson
Financial Education Professional
Northwest and West-Central Missouri
davidg@mosers.org
573-644-1261
More About David
Jesse Stewart
Financial Education Professional
Kate Kuse
Financial Education Professional
Northeast and East Central Missouri
katek@mosers.org
573-644-1266
More About Kate
Ronda Peterson
Associate DC Plans Coordinator
Don Wilson, CFP®
Sr. Financial Education Professional
Central and South-Central Missouri
donw@mosers.org
573-644-1263
More About Don

Register for an upcoming financial presentation or schedule a quick 15-minute meeting with your financial professional.

participant Testimonials

Hear what real state employees have to say...

Lindsey, DESE
"Ronda was awesome and very knowledgeable! She answered all my questions and broke everything down that I needed. Very much appreciated and helpful!"
Laurie, Retiree
"I am already retired and was looking for more insight to the process of withdrawing funds and when it’s advisable to do so. I had my questions answered throughout the webinar. Thank you."
Derek, MoDOT
"The Deferred Comp team does a great job of meeting my needs and expectations. Thank you."
Jenny, Public Safety
"Tammara was absolutely amazing! I really appreciated her knowledge and expertise. She helped me understand questions I have had for a long time and not only helped me begin saving for my retirement, but also helped me feel confident in understanding my benefits."
Teyonna, Revenue/Lottery
"Kate was very helpful with helping me understand the general terms and big picture when it comes to my retirement. She was able to break everything down to me and made sure that I understood everything every step of the way. 100/10 I would recommend sitting down with Kate!"
Kenneth, MoDOT
"It was great having Jesse come to our shop to meet on a more personal level. It was easier to concentrate on what he was saying, and we could take as much time as we needed. I highly recommend the in-person meetings with newer employees."
Hazel, DOLIR
"It never fails. Every time I meet with David I become more and more confident in making decisions about my retirement. I feel more financially empowered after meeting with him. Thanks David! You’re the best!"
Michael, State Technical College of Missouri
"Don was awesome. I was unsure about where I was putting money and how to put money and even how much to work for me when retirement comes. He listed out my options clearly. I think I learned more about retirement today in 25 minutes than I ever knew about it prior. THANKYOU!"
Lynn, DNR
'This was the best and most concise seminars I have had. The tax implications of the different plans and the rules on withdrawals, etc. was very informative. Outstanding job, Jesse!'
Retirement Savings Simplified
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