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Beth Thomas

Client Service Representative

Beth Thomas

Client Service Representative

Biography

Beth joined Plancorp in 2015, bringing with her nearly 20 years of experience in the financial services and banking sectors. As a Client Service Representative, she prides herself in problem solving and seamlessly serving her clients in a timely manner.

A graduate of the University of Dayton, Beth spent nearly 10 years in the Dayton/Cincinnati area before relocating to her hometown of St. Louis in 1995. She makes it a priority to stay involved with her alma mater. Outside of work, Beth enjoys attending her family’s sporting activities, playing tennis and taking trips to visit her extended family in Maryland, Colorado, Florida and Washington, D.C.

Community Involvement
  • Dayton Mentor Program
Education
  • University of Dayton, B.A., Communications Management with minors in Psychology and Marketing, 1989

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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