Get Started
Operations

Edward Rothweil

CPA

Accountant

Edward Rothweil

CPA

Accountant

Biography

Ed joined Plancorp in 2017 to lead our accounting department. His extensive background in accounting and management makes him a great asset to the team.

Ed was born and raised in South City. After graduation, he spent 16 years in store management positions. In 2012, he pivoted to accounting-focused roles, working as the Cash and General Ledger Manager at PH Financial Services and a Staff Accountant at Propper International.

An avid home brewer, Ed still resides in South City and enjoys taking advantage of its diverse activities. During the summer, he rarely misses the Missouri Botanical Garden’s Whitaker Music Festival. He actively participates in a Berra Park co-ed softball league, through which he hit the ultimate home run in 2010—meeting his now-wife, Jolena.

Education
  • Lindenwood University, BA Management
  • University of Missouri-St. Louis, Accounting

Insights

Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.

Read More
Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

Read More
Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.