Border
Haleigh Albers
Sr. Financial Planning Associate
Border
Chris Arnold
Financial Planning Associate
Border
Kyle Attarian
Wealth Manager
Border
Matt Baisden
Plan Services Coordinator
Border
Elizabeth Beauboeuf
Sr. Financial Planning Associate
Border
Troy Blakely
Portfolio Analyst
Border
Becky Bone
RPA Relationship Manager
Border
Jeff Buckner
Founder, Chairman and Co-Chief Investment Officer
Border
Travis Buckner
Client Services, Retirement Plan Advisors
Border
Erick Burtness
Portfolio Analyst
Border
Jamie Cailteux
Family Office Assistant
Border
Stacie Carrabine
Investment & Research Manager
Border
Susan Conrad
Chief Client Experience Officer & Director of Retirement Plan Advisors
Border
Mike Dambach
Wealth Manager, Tax Advisor
Border
Sayed Darwish
Chief Compliance Officer
Border
Betsy Derringer
Executive Assistant
Border
Michael Esson
Director of Operations
Border
Steven A. Frank
Wealth Manager
Border
Steven N. Frank
Vice Chairman
Border
Chad Frazier
Wealth Manager
Border
Wes Garton
Chief Administrative Officer
Border
Sarah Gelsheimer
Wealth Manager
Border
Thomas Goldberg
Wealth Manager
Border
Joan Green
Client Service Representative
Border
Larry Guess
Director of Exit Strategy Advisors
Border
Leo Haas
Vice President
Border
Amy Jones
Chief Talent Officer
Border
Joleen Kane
Sr. Financial Planning Associate
Border
Chris Kerckhoff
President & CEO
Border
Brian King
Chief Planning Officer
Border
Melissa King
Client Service Representative
Border
Sean Kyle
Sr. Financial Planning Associate
Border
Peter Lazaroff
Co-Chief Investment Officer, Wealth Manager
Border
Wesley Leftwich
Financial Planning Associate
Border
Larry LeGrand
Vice Chairman, Chief Financial Officer
Border
Austin Lewis
Sr. Financial Planning Associate
Border
Jacob Malina
Financial Planning Associate
Border
Charley Meyer
Director of Institutional Asset Management
Border
Ryan Miller
Wealth Manager
Border
Merilee Mulvaney
Executive Assistant
Border
Scott Ngo
Wealth Manager
Border
Joe Patane
Vice President
Border
Lorie Phillips
Client Service Representative
Border
Edward Rothweil
Accountant
Border
Katie Rummel
Client Service Representative
Border
Ben Schwartz
Wealth Manager
Border
Daniel Stokes
Financial Planning Associate
Border
Ben Tesson
Financial Planning Associate
Border
Beth Thomas
Client Service Representative
Border
Meredith Tilman
Operations Specialist
Border
Drew Tingle
Financial Planning Associate
Border
Robert Tucker
Vice President, Wealth Manager
Border
Jessie Weiss
Wealth Manager
Border
Brian Wiedermann
Wealth Manager
Border
Julie Willbrand
Marketing Manager

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At the heart of Plancorp’s philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.
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Contact

Headquarters
540 Maryville Centre Dr, Suite 105
St. Louis, MO 63141

Webster Groves Office
75 W Lockwood Ave #200
Webster Groves, MO 63119

Nashville Office
3102 West End Ave, Suite 400
Nashville, TN 37203

Sarasota Office
5114 Station Way
Sarasota, FL 34233

info@plancorp.com

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