Team Member Details
About Me
Jeff brings over 25 years of leadership experience driving innovation and operational excellence across financial services. As COO, he oversees Plancorp’s technology, data, compliance, investment operations, and custodial relationships. Known for aligning strategy with execution, Jeff leads cross-functional teams to deliver scalable solutions, enhance security, and support firm-wide growth. He is passionate about leveraging technology to create long-term value.
Although St. Louis natives, Jeff and his wife Angie have lived in several major cities throughout the United States including Los Angeles, Las Vegas, and Miami. Passionate about arts and education, Jeff was a member of the Cavaliers Drum and Bugle Corps in 1999 and 2000 and is still an active in Alumni fund raising and overall support for the Corps. Jeff enjoys playing hockey as much as possible and while not on the ice, you can find him watching his beloved St. Louis Blues or Cardinals.
Although St. Louis natives, Jeff and his wife Angie have lived in several major cities throughout the United States including Los Angeles, Las Vegas, and Miami. Passionate about arts and education, Jeff was a member of the Cavaliers Drum and Bugle Corps in 1999 and 2000 and is still an active in Alumni fund raising and overall support for the Corps. Jeff enjoys playing hockey as much as possible and while not on the ice, you can find him watching his beloved St. Louis Blues or Cardinals.
Community Involvement
- Cavaliers Arts Performance & Education Alumni Association
Education
- Webster University, Computer Science with Emphasis in Information Management
- University of Phoenix, Master of Business Administration
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Recommended Resources
- Maximizing Your Post-IPO Equity: Tax Strategies, Diversification, and Financial Planning
- 6 Costly Roth Conversion Mistakes to Avoid
- Beyond AGI & MAGI: Multi-Year Tax Planning for High Earners
- The 8 Essential Elements of a Complete Financial Plan: A Guide to the Financial Planning Process for High-Net-Worth Individuals
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