Work with us.
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 Cause?  How to Tie Board Decisions to Your Mission

­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s?

Read More
Own a Business in Illinois?  You May Be Forced to Start a Retirement Plan

Small businesses are facing big changes in Illinois. In 2015, the Illinois State Legislature’s Secure Choice Act began a series of steps that ultimately led to the creation of a “State Sponsored Retirement Plan.”  Now, small businesses may be forced to become participants in a retirement plan managed by the state of Illinois. 

Read More
Jessica Kerckhoff's Kids Yoga United
Written by Jessica Kerckhoff, InspireHer Guest Author

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. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.