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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

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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