Kelsey Abbott
Border
Kelsey Abbott
Senior Financial Planner
Odaro Aisueni
Border
Odaro Aisueni
Financial Planner
Chris Arnold
Border
Chris Arnold
Wealth Manager
Kyle Attarian
Border
Kyle Attarian
Senior Wealth Manager
Matt Baisden
Border
Matt Baisden
Retirement Plan Advisor
Kelsie Barrow
Border
Kelsie Barrow
Senior Financial Planner
Becky Bone
Border
Becky Bone
RPA Relationship Manager
Jeff Buckner
Border
Jeff Buckner
Founder & Chairman
Travis Buckner
Border
Travis Buckner
Office Services Coordinator
Erick Burtness
Border
Erick Burtness
Senior Platform Analyst
Jamie Cailteux
Border
Jamie Cailteux
Family Office Assistant
Stacie Carrabine
Border
Stacie Carrabine
Director of Portfolio Management
Susan Conrad
Border
Susan Conrad
Chief Client Experience Officer & Director of Retirement Plan Advisors
Mike Dambach
Border
Mike Dambach
Tax Advisor
Betsy Derringer
Border
Betsy Derringer
Executive Assistant
Michael Esson
Border
Michael Esson
Chief Compliance & Information Security Officer
Meaghan Faerber
Border
Meaghan Faerber
Wealth Manager
Steven A. Frank
Border
Steven A. Frank
Senior Wealth Manager
Steven N. Frank
Border
Steven N. Frank
Vice Chairman
Chad Frazier
Border
Chad Frazier
Senior Wealth Manager
Mozart Garcia
Border
Mozart Garcia
Portfolio Manager
Wes Garton
Border
Wes Garton
Chief Administrative Officer
Sara Gelsheimer
Border
Sara Gelsheimer
Senior Wealth Manager
Grant Giardino
Border
Grant Giardino
Financial Planner
Joan Green
Border
Joan Green
Client Service Representative
Larry Guess
Border
Larry Guess
Director of Exit Strategy Advisors
Leo Haas
Border
Leo Haas
Vice President
Kori Hemmann
Border
Kori Hemmann
Family Office Assistant
Noella Hwande
Border
Noella Hwande
Marketing Analyst
Emily Jackson
Border
Emily Jackson
Senior Financial Planner
Derek Jess
Border
Derek Jess
Senior Wealth Manager
Amy Jones
Border
Amy Jones
Chief Talent Officer
Patti Jones
Border
Patti Jones
Client Service Representative
Joleen Kane
Border
Joleen Kane
Wealth Manager
Michael Kenney
Border
Michael Kenney
Financial Planner
Chris Kerckhoff
Border
Chris Kerckhoff
President & CEO
Brian King
Border
Brian King
Chief Planning Officer
Melissa King
Border
Melissa King
Client Service Representative
Ryan Knebel
Border
Ryan Knebel
RPA Account Manager
Sean Kyle
Border
Sean Kyle
Senior Wealth Manager
Peter Lazaroff
Border
Peter Lazaroff
Chief Investment Officer
Wesley Leftwich
Border
Wesley Leftwich
Wealth Manager
Larry LeGrand
Border
Larry LeGrand
Vice Chairman, Chief Financial Officer
Austin Lewis
Border
Austin Lewis
Senior Wealth Manager
Jacob Malina
Border
Jacob Malina
Wealth Manager
Robert Mathias
Border
Robert Mathias
Business Development Consultant
Meghan McInnes
Border
Meghan McInnes
Senior Financial Planner
Charley Meyer
Border
Charley Meyer
Director of Institutional Asset Management
Merilee Mulvaney
Border
Merilee Mulvaney
Executive Assistant
Joe Patane
Border
Joe Patane
Vice President
Rachel Rogers
Border
Rachel Rogers
Portfolio Analyst
Edward Rothweil
Border
Edward Rothweil
Controller
Katie Rummel
Border
Katie Rummel
Client Service Representative
Ben Schwartz
Border
Ben Schwartz
Senior Wealth Manager
Nick Sebelski
Border
Nick Sebelski
Senior Financial Planner
Jim Shafer
Border
Jim Shafer
Portfolio Analyst
Beth Thomas
Border
Beth Thomas
Client Service Representative
Tatiana Thompson
Border
Tatiana Thompson
Client Service Representative
Meredith Tilman
Border
Meredith Tilman
Operations Specialist
Robert Tucker
Border
Robert Tucker
Vice President
Ranie Verby
Border
Ranie Verby
Director of Advisor Success & Senior Wealth Manager
Brian Watson
Border
Brian Watson
Senior Financial Planner
Jessie Weiss
Border
Jessie Weiss
Wealth Manager
Brian Wiedermann
Border
Brian Wiedermann
Senior Wealth Manager
Kelly Williams
Border
Kelly Williams
Senior Financial Planner

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Direct: 636-532-7824 | Toll Free: 888-220-1163
info@plancorp.com

CEFEX: Centre For Fiduciary Excellence ZAG: Active Oversight / Proactive Advice