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Retirement Plan Advisors

Becky Bone

AIF®

RPA Relationship Manager

Becky Bone

AIF®

RPA Relationship Manager

Biography

Drawing on her years of experience in client service roles, Becky came to Plancorp in 2013 to engage and educate clients in our Retirement Plan Advisors division. Patient and friendly, Becky is committed to giving employees the education they need to make empowered decisions about their retirement.

Becky received her BS in Business Administration from the University of Missouri-St. Louis. Prior to joining Plancorp, she held Client Service Specialist and Senior Associate roles at UMB Financial Services, Inc. and UMB Private Wealth Management. Here, she works closely with plan administrators, keeping them apprised of regulatory changes and managing employee communication.

An avid Blues hockey fan, Becky never misses a game. In her free time, she also enjoys gardening and spending time with her family.

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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