Say Hello to Plancorp

Whether you want to grab a cup of coffee or hear our take on investing, we can’t wait to get to know you.
To focus on a specific team, select from the categories below.

Interested in joining us? View career opportunities here.
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Haleigh Albers
Sr. Financial Planning Associate
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Chris Arnold
Financial Planning Associate
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Kyle Attarian
Wealth Manager
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Matt Baisden
Plan Services Coordinator
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Elizabeth Beauboeuf
Sr. Financial Planning Associate
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Troy Blakely
Portfolio Analyst
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Becky Bone
RPA Relationship Manager
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Jeff Buckner
Founder, Chairman and Co-Chief Investment Officer
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Travis Buckner
Client Services, Retirement Plan Advisors
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Erick Burtness
Portfolio Analyst
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Jamie Cailteux
Family Office Assistant
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Stacie Carrabine
Investment & Research Manager
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Susan Conrad
Chief Client Experience Officer & Director of Retirement Plan Advisors
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Mike Dambach
Wealth Manager, Tax Advisor
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Sayed Darwish
Chief Compliance Officer
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Betsy Derringer
Executive Assistant
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Michael Esson
Director of Operations
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Steven A. Frank
Wealth Manager
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Steven N. Frank
Vice Chairman
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Chad Frazier
Wealth Manager
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Wes Garton
Chief Administrative Officer
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Sarah Gelsheimer
Wealth Manager
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Thomas Goldberg
Wealth Manager
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Joan Green
Client Service Representative
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Larry Guess
Director of Exit Strategy Advisors
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Leo Haas
Vice President
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Amy Jones
Chief Talent Officer
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Joleen Kane
Sr. Financial Planning Associate
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Chris Kerckhoff
President & CEO
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Brian King
Chief Planning Officer
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Melissa King
Client Service Representative
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Sean Kyle
Sr. Financial Planning Associate
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Peter Lazaroff
Co-Chief Investment Officer, Wealth Manager
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Wesley Leftwich
Financial Planning Associate
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Larry LeGrand
Vice Chairman, Chief Financial Officer
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Austin Lewis
Sr. Financial Planning Associate
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Jacob Malina
Financial Planning Associate
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Charley Meyer
Director of Institutional Asset Management
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Ryan Miller
Wealth Manager
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Merilee Mulvaney
Executive Assistant
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Scott Ngo
Wealth Manager
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Joe Patane
Vice President
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Lorie Phillips
Client Service Representative
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Edward Rothweil
Accountant
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Katie Rummel
Client Service Representative
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Ben Schwartz
Wealth Manager
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Daniel Stokes
Financial Planning Associate
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Ben Tesson
Financial Planning Associate
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Beth Thomas
Client Service Representative
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Meredith Tilman
Operations Specialist
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Drew Tingle
Financial Planning Associate
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Robert Tucker
Vice President, Wealth Manager
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Jessie Weiss
Wealth Manager
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Brian Wiedermann
Wealth Manager
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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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© 2018 Plancorp, LLC.