Team Member Details
About Me
Claire joined Plancorp in August 2025 to merge her legal and financial expertise into a holistic advisory role. With a keen interest in estate planning, Claire is passionate about helping clients navigate their financial futures through comprehensive, personalized strategies.
Her commitment to holistic planning began during her undergraduate studies in finance and international business at Indiana University, where she developed a belief that true financial planning goes beyond investments—it’s about aligning every decision with a client’s goals for a happy and secure future. After interning at several financial services firms, Claire pursued a law degree to become a stronger advocate for her clients.
During her time at SLU Law, Claire worked at a boutique firm focused on estate planning and assisting small businesses with entity formation, contracts, and commercial transactions. She also contributed to SLU’s summer law and advocacy program, mentoring high school students in trial advocacy skills. Her most rewarding experience came through SLU’s Children’s Permanency Clinic, where she worked on cases involving guardianships and child protection orders, reinforcing her dedication to helping others achieve stability and success.
Claire brings that same passion and commitment to her work at Plancorp, striving to be a people-focused planner who prioritizes each client’s unique goals and empowers them through education and support. Outside the office, Claire enjoys spending time with family and friends, reading, playing cards, and exploring the outdoors.
Her commitment to holistic planning began during her undergraduate studies in finance and international business at Indiana University, where she developed a belief that true financial planning goes beyond investments—it’s about aligning every decision with a client’s goals for a happy and secure future. After interning at several financial services firms, Claire pursued a law degree to become a stronger advocate for her clients.
During her time at SLU Law, Claire worked at a boutique firm focused on estate planning and assisting small businesses with entity formation, contracts, and commercial transactions. She also contributed to SLU’s summer law and advocacy program, mentoring high school students in trial advocacy skills. Her most rewarding experience came through SLU’s Children’s Permanency Clinic, where she worked on cases involving guardianships and child protection orders, reinforcing her dedication to helping others achieve stability and success.
Claire brings that same passion and commitment to her work at Plancorp, striving to be a people-focused planner who prioritizes each client’s unique goals and empowers them through education and support. Outside the office, Claire enjoys spending time with family and friends, reading, playing cards, and exploring the outdoors.
Community Involvement
- Member of P.E.O. International, supporting women’s education through scholarships, grants, and programs that empower women to achieve their goals.
Education
- Indiana University 2020 - B.S. in Finance and International Business
- SLU Law 2025 J.D.
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Recommended Resources
- Financial Planning for High-Net-Worth Divorces: A Practical Guide to Protecting Your Wealth and Your Future
- The Hidden Risks of a Single Stock Concentration—and How to Diversify Wisely
- How to Choose an Executor or Trustee for Your Estate
- How to Pay for Exercising ISOs or NSOs: A Guide to Your Funding Options
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