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Jamie Cailteux

FPQP

Family Office Assistant

Jamie Cailteux

FPQP

Family Office Assistant

Biography

Jamie brings both a positive energy and wealth of expertise to her role as our Family Office Assistant. Having spent more than 25 years in customer service and finance, as well as time living in seven different states, Jamie has a knack for building instant rapport that lends credibility and confidence to every client interaction.

Jamie graduated from Kansas State University before beginning her career in client services. Prior to joining Plancorp, she worked for CitiBank and Nationstar Mortgage as a Mortgage Loan Coordinator (MLC), where she was the main point of contact for clients purchasing and refinancing homes. Detail-oriented and always on top of deadlines, Jamie draws on this skill set in her role at Plancorp.

Outside of work, Jamie enjoys spending time with family, reading and vacationing at the beach.

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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