Recently topping $8B under management, Plancorp Wealth Management announced the hiring of Jeff Smith as Chief Operating Officer, joining the firm in late July 2025.
“The industry is evolving quickly,” said President & CEO, Chris Kerckhoff, “from consolidation to technology, it’s increasingly important for firms to lean in on operational excellence behind the scenes so advisors can focus on client relationships. With Jeff’s experience leading transformative technology and operations, we’re thrilled to bring his insight onboard to support our next phase of growth.”
Smith shared, “It’s exciting to join Plancorp at such a pivotal time for the firm and industry. Beyond technology, people make the difference. The people of Plancorp are of course intelligent advisors, but they also adhere to strong values that keep client service at the center of everything they do. I knew I wanted to work with a team that has that mindset.”
Smith has over 25 years of experience leading technology and digital transformations in a variety of professional industries like banking, mortgages, and real estate. With multi-billion dollar acquisition and integration experience, Plancorp sees his background as an ideal fit for their efforts to enable advisors with thoughtful AI solutions and scale operations through acquisitions.
Aiming to be a different kind of acquirer in the industry, Plancorp brought on TRIA Capital Partners as a minority capital partner in early 2024. “We believe we can add a unique perspective to the M&A conversation happening in the industry today,” said Kerckhoff. “We’re seeking strategic opportunities with leaders who want to grow thoughtfully and believe adding Jeff to our team will solidify the trust that we can integrate likeminded firms into our model with ease.”
About Plancorp:
More than a Registered Investment Advisor, Plancorp has served the unique financial planning needs of individuals and businesses across the nation from their St. Louis headquarters for over 40 years. With a team of 87 professionals, they serve nearly 1,600 client households with assets under management of $8B.
