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The Trouble with Being an Optimist

People tend to tell me I’m a positive person, even if I don’t always feel like I am. Whether you consider yourself an optimist or not, chances are you blindly trust that at least some figures in your life—perhaps your attorney, CPA, pastor or financial advisor—are inherently “good.” After all, it’s Read more…

3 Keys to Loving Where You Work

One of the best parts about my job as Chief Talent Officer at Plancorp is introducing new people to our firm and our partners at BrightPlan. Not only do I get to tell them about the cool things we do to help people achieve their financial goals, but I also get to hear their answers to questions Read more…

Why Physicians Need A Financial Advisor

Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among physicians just beginning their careers, for whom lifestyle quality and time Read more…

Why I’m Thrilled to Open Plancorp’s Doors in Nashville

It's been nine months since I walked into our president’s office to make a fairly bold ask: would Plancorp support me in a move from St. Louis to Nashville? Read more…

Today, BrightPlan Launches to Public

It is my pleasure to announce that, as of today, BrightPlan has released its digital planning platform to the public. Read more…

Plancorp Celebrates 10 Years of CEFEX Certification

Young or old, student or professional, head of household or single, there is one constraint we all have in common: time. Read more…

Why We’re CEFEX-Certified Fiduciaries

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The Plancorp Difference

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Plancorp Celebrates 10 Years of CEFEX Certification

Above: (L-R) Joe Patane, Kyle Attarian, Jeff Buckner, Susan Conrad and Carlos Panksep (CEFEX) accept Plancorp's 10-year recognition. When it comes to Plancorp's fiduciary commitment, Jeff Buckner puts it this way: "We were acting as fiduciaries before we knew what it legally meant.” Jeff, our Read more…

Q2 Newsletter: Celebrating 10 Years as a CEFEX-Certified Fiduciary

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q2 edition, and feel free to share with family, friends or colleagues. Read more…

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