Get Started
Operations

Erick Burtness

CFA®

Business Analyst

Erick Burtness

CFA®

Business Analyst

Biography

Erick came to Plancorp in 2014 with more than eight years of investment experience. A computer engineer by trade and recent West Coast resident, he brings a unique perspective and deeply technical skill set to Plancorp’s operations team.

In his previous role at Auxano Advisors, Erick spearheaded the transition from a manual, Excel-based portfolio rebalancing system to a more sophisticated software. He brings that same pursuit of excellence to his work at Plancorp, where he reviews portfolios, coordinates trading with wealth managers and maintains client account databases.

Even outside the office, Erick keeps a finger on the pulse of tech trends. When he’s not doing research or exploring St. Louis, he enjoys dancing the Lindy hop and following sports at the University of Illinois, his alma mater.

Insights

What's Your Relationship Status with Money?

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?

Read More
We Opened a New Office in San Jose

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.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.