We decided to take a focused approach to deepening our relationships with our female clients and make meaningful connections with other great women in the community.read more
Ben TessonFinancial Planning Associate
Ben joined the Plancorp team in 2017 after graduating from the University of Missouri with his Bachelor’s in Statistics with a focus in Finance.
Ben says Plancorp’s client-first approach and employee culture first drew him to our firm. The feeling was mutual, and he immediately fit right in with his team-player attitude and drive to learn.
During his time at the University of Missouri, Ben not only volunteered for a number of organizations—including AmeriCorps and youth tutoring programs—he also played on the football team. He still enjoys working out and helping others achieve their fitness goals. When not at the gym, Ben can be found pursuing outdoor activities, usually with his golden retriever, Jackson, in tow.
If you are nervous about the market, you are better off reviewing the underlying assumptions in your financial plan than making changes to your portfolio. That way you spend less time predicting and more focused on things you can control.read more
As one of the first firms in the nation—and the first in our state—to become certified by the Centre for Fiduciary Excellence (CEFEX), we were honored to receive a 10-year recognition of our certification at Fi360’s annual conference in Nashville in May.read more