Executive Assistant
Email: betsy@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentExecutive Assistant
Email: betsy@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Betsy has been the smiling, welcoming face of Plancorp for nearly 15 years. With a background in retail and client service, she’s well-versed in client management and creative problem solving. Whether she’s scheduling review appointments, handling administrative duties, or assisting with quarterly billings and mailings, Betsy is the glue that holds the Plancorp team together.
In her free time, Betsy enjoys sports, reading, shopping and spending time with her grandchildren.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163