CFP®
Senior Wealth Manager
Email: derek.jess@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Derek Take Financial AssessmentCFP®
Senior Wealth Manager
Email: derek.jess@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Derek joined the Plancorp team in 2018 when he and his wife moved to St. Louis from Denver to raise children closer to family.
As a Senior Wealth Manager, Derek helps our clients with high income and complex needs navigate through all stages of life. He has developed specializations in financial planning for employees with equity-based and deferred compensation plans, becoming a major resource on our team. In December 2021, Derek became a Shareholder, marking his personal and professional commitment to the future success and growth of the Plancorp team and our clients.
Since moving to the St. Louis area, his family has grown with the addition of a second child, but his wife will still tell you he cares way too much about his lawn and homemade lattes. Derek is a lifelong learner with an appetite for books that far exceeds the time he has to actually read them. He is also an avid fan of Nebraska football, craft beer, and all things local.
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