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Kelsey Abbott
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Kelsey Abbott
Wealth Manager
Kyle Attarian
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Kyle Attarian
Senior Wealth Manager
Matt Baisden
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Matt Baisden
Director of Retirement Plan Advising
Kelsie Barrow
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Kelsie Barrow
Senior Financial Planner
Becky Bone
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Becky Bone
RPA Relationship Manager
Jeff Buckner
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Jeff Buckner
Founder
Travis Buckner
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Travis Buckner
Office Services Coordinator
Erick Burtness
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Erick Burtness
Senior Platform Analyst
Jamie Cailteux
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Jamie Cailteux
Family Office Assistant
Stacie Carrabine
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Stacie Carrabine
Director of Portfolio Management
Susan Conrad
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Susan Conrad
Chief Client Experience Officer
Mike Dambach
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Mike Dambach
Tax Advisor
Kevin Daniel
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Kevin Daniel
Senior Wealth Manager
Betsy Derringer
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Betsy Derringer
Executive Assistant
Samantha Dombek
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Samantha Dombek
Senior Financial Planner
Michael Esson
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Michael Esson
Director of Operations and Chief Information Security Officer
Meaghan Faerber
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Meaghan Faerber
Wealth Manager
Steven A. Frank
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Steven A. Frank
Senior Wealth Manager
Chad Frazier
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Chad Frazier
Senior Wealth Manager
Wes Garton
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Wes Garton
Chief Financial Officer and Chief Compliance Officer
Sara Gelsheimer
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Sara Gelsheimer
Senior Wealth Manager & Manager of Advisor Success
Joan Green
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Joan Green
Client Service Consultant
Larry Guess
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Larry Guess
Director of Exit Strategy Advisors
Leo Haas
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Leo Haas
Vice President
Emily  Hammond
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Emily Hammond
Wealth Manager
Derek Hartley
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Derek Hartley
Director of Marketing
Kori Hemmann
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Kori Hemmann
Family Office Assistant
Nicole Hodgins
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Nicole Hodgins
HR Generalist
Emily Jackson
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Emily Jackson
Wealth Manager
Derek Jess
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Derek Jess
Senior Wealth Manager
Amy Jones
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Amy Jones
Chief Talent Officer
Patti Jones
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Patti Jones
Client Service Consultant
Susan Jones
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Susan Jones
Senior Wealth Manager
Deepthi Kamepalli
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Deepthi Kamepalli
Business Analyst
Siobhan Keller
Border
Siobhan Keller
Family Office Assistant
Michael  Kenney
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Michael Kenney
Senior Financial Planner
Chris Kerckhoff
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Chris Kerckhoff
President & CEO
Melissa King
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Melissa King
Client Service Consultant
Brian King
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Brian King
Chief Planning Officer
Sean Kyle
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Sean Kyle
Senior Wealth Manager
Peter Lazaroff
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Peter Lazaroff
Chief Investment Officer
Larry LeGrand
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Larry LeGrand
Tax Advisor & Partner Emeritus
Austin Lewis
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Austin Lewis
Senior Wealth Manager
Jacob Malina
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Jacob Malina
Wealth Manager
Charley Meyer
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Charley Meyer
Director of Institutional Asset Management
Merilee Mulvaney
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Merilee Mulvaney
Executive Assistant
Cherry Ohms
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Cherry Ohms
Portfolio Analyst
Joe Patane
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Joe Patane
Vice President
Sierra Pett
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Sierra Pett
Client Service Consultant
Stephen  Pursley
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Stephen Pursley
Portfolio Analyst
Cora Reed
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Cora Reed
Billing Specialist
Rachel Rogers
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Rachel Rogers
Business Analyst
Katie Rummel
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Katie Rummel
Client Service Consultant
Joleen Scharenbroch
Border
Joleen Scharenbroch
Wealth Manager
Ben Schwartz
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Ben Schwartz
Senior Wealth Manager
Nick Sebelski
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Nick Sebelski
Training and Planning Team Lead
Jim Shafer
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Jim Shafer
Portfolio Analyst
Madeline Shores
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Madeline Shores
Senior Financial Planner
Cherie Stueve
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Cherie Stueve
Financial Wellness Advisor
Yezmin Thomas
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Yezmin Thomas
Financial Wellness Advisor
Meredith Tilman
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Meredith Tilman
Accounting Manager
Robert Tucker
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Robert Tucker
Vice President
Ranie Verby
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Ranie Verby
Director of Wealth Management
Brian Watson
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Brian Watson
Senior Financial Planner
Jessie Weiss
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Jessie Weiss
Senior Wealth Manager
Tiffany Whitney
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Tiffany Whitney
Portfolio Analyst
Brian Wiedermann
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Brian Wiedermann
Senior Wealth Manager
Katelyn  Wigmore
Border
Katelyn Wigmore
Executive Assistant
Justin Wilke
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Justin Wilke
Financial Planner
Kelly Williams
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Kelly Williams
Senior Financial Planner & Client Service Supervisor

Insights

Estate Planning

Understanding the Benefits of Self-Canceling Installment Notes in Estate Planning

Financial Planning

High Net Worth Financial Planning Strategies from Our Professional Advisors

Financial Planning

The Basics About Financial Planning and Financial Advisors

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Why Plancorp

Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.

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CEFEX-Certified

As a fiduciary partner, we’re here to serve you; not the other way around.

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Comprehensive

Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.

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Collaborative

In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.

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Experience with a Human Touch

We get to know you personally so we can engage the right team, technology, and tactics.

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