Account Login
CFP®, AIF®
Wealth Manager
CFP®, AIF®
Wealth Manager
When Chad joined Plancorp in 2002, he brought with him a background in accounting, an unwavering commitment to clients—and a healthy dose of southern charm. Originally from Mississippi, his laid-back demeanor is a great complement to his attention to detail, especially considering his role as Wealth Manager.
Chad made the Midwest move in 1998, joined Plancorp in 2002 and hasn’t looked back since, although he still makes it back to Mississippi at least twice a year to visit family.
Outside of work, Chad enjoys firing up the grill with his family, playing basketball, golf and traveling.
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?
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.
Emails with the latest financial tips & insights.
No spam. Unsubscribe anytime.
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.
Headquarters
540 Maryville Centre Dr, Suite 105
St. Louis, MO 63141
Nashville Office
3102 West End Ave, Suite 400
Nashville, TN 37203
Sarasota Office
5114 Station Way
Sarasota, FL 34233
San Jose Office
75 E. Santa Clara, Suite 600
Office Number 05-150
San Jose, CA 95113