CFP®, MBA, AIF®
Founder
Phone: (636) 532-7824 | Connect on Linkedin
Take Financial AssessmentCFP®, MBA, AIF®
Founder
Phone: (636) 532-7824
Connect on Linkedin
Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Without the confines of commissions or sales incentives, he knew that Plancorp would be able to provide the highest level of authentic, genuine client service. His team-based approach ensures that clients build relationships with the entire firm, while benefiting from each individual’s expertise.
Jeff graduated from the University of Missouri-St. Louis with his BS in Business Administration. He later returned to the school to earn his MBA in Finance. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council. He is currently a board member of the A.R.C. Angels Foundation, which provides educational programs to help empower teens to prevent suicide.
Jeff’s outside interests include bass fishing in Mississippi, pheasant and duck hunting, traveling with friends and family, watching Ole Miss football and baseball, fly fishing in the wilds and spending time with his Wildrose labrador retrievers, Rebel and Zeus.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163