Team Member Details

About Me

Chris joined Plancorp in 1997, fresh from the Kelley Business School at Indiana University. As one of only five Plancorp employees at the time, he grew alongside the company for years into an Advisor with dozens of clients and an active voice in company strategy. He became an owner and was named President in 2010, launching a multi-year succession plan to a second generation of leadership as one of the youngest to lead a firm with over $1B AUM. Since then, Plancorp has seen incredible growth, topping $6B AUM in 2021.

 

Chris credits the exponential growth of Plancorp to the ability to marry the wisdom and experience of our founding generation with the ambition and innovation of a growing collective of over 80 employees, many of whom are now shareholders. Chris embraces technology to push boundaries and find unique ways to best serve the needs of our clients and employees, earning him best-in-state recognition from the likes of Forbes.

 

Chris sits on the boards of both Plancorp and total financial wellness platform, BrightPlan. He is active in several St. Louis charities and serves on the Board of Directors and Chairs the Investment Committee for St. Louis Variety. When not serving the community or spending time with his wife and three children, Chris enjoys following St. Louis sports and studying geopolitical issues.

Awards & Recognitions

  • Forbes Best-in-State Wealth Advisor (2018, 2019, 2020, 2021)
  • Small Business Monthly “Best Wealth Manager” (2018)
  • 2023 Five Star Wealth Manager Award St. Louis

Community Involvement

  • St. Louis Young Variety:

Director (2003 – present)

Executive Committee Member (2019 – present)

Treasurer (2003-2006)

Finance Committee (2006 – 2018)

Investment Committee (2015 – present)

  • St. Jane’s Community Centre Advisory Board member (2003 – 2006)

Education

  • Indiana University, B.S. Finance, 1997

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