Team Member Details
About Me
Connie Reichert brings more than 25 years of experience in corporate tax compliance and advisory services to her role as Financial Planning Lead at Plancorp.
A Certified Public Accountant, Connie has spent her career helping companies navigate complex financial landscapes—skills she now applies directly to helping individuals and families manage their wealth with confidence.
Connie’s deep understanding of tax strategy, financial reporting, and regulatory compliance allows her to offer clients a uniquely informed perspective. Whether she’s helping clients optimize their tax position, understand the financial implications of major life decisions, or build a plan that aligns with their long-term goals, Connie brings clarity, precision, and a collaborative spirit to every client relationship.
Outside of work, Connie enjoys spending time with her friends and family, riding her e-bike, knitting and basketball.
Awards & Recognitions
- 2003 winner of the KPMG National Chairman’s Award for Excellence in Volunteerism
Community Involvement
- ESCO Technologies Foundation Secretary (through June 2025)
Education
- Truman State University, BS Business Administration
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Recommended Resources
- How to Pay for Exercising ISOs or NSOs: A Guide to Your Funding Options
- AUM vs. Flat-Fee Wealth Management: Which Model Truly Serves Your Best Interests?
- Strategic Year-End Financial Review: 10 Moves to Align Your Wealth with Your Purpose in 2026
- Financial New Year's Resolutions You Shouldn't Wait to Tackle
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