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CFP®
Financial Planning Associate
CFP®
Financial Planning Associate
Chris joined the Plancorp team in 2016 to help individuals and families establish peace of mind with their finances. His goal is to make a difference in people's lives by implementing a financial plan that provides them the opportunity to achieve a more fulfilling life.
Chris ia a native of Kentucky. He was attracted to Plancorp because of our close-knit work culture, our primary focus on comprehensive financial planning and the opportunity to learn the industry from a reputable team.
Having visited more than 10 countries, Chris takes every opportunity he can to travel. When not working or jet-setting, he can be found pursuing volunteer opportunities, attempting to improve his golf game, attending social entrepreneurship events, and following his hometown team, the Louisville Cardinals.
1. FOCUS St. Louis Emerging Leaders- 2017 Fall Cohort
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.
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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