MBA, CFP®, AIF®
Senior Wealth Manager
Email: jessie@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Jessie Take Financial AssessmentMBA, CFP®, AIF®
Senior Wealth Manager
Email: jessie@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Jessie has been a member of the Plancorp team since 2013, returning full-time after completing culinary school in 2021 — and showing all of us what it means to live your best life.
She brings her contagious passion to Plancorp clients, taking the time to understand how they define success and providing the advice and guidance best suited to their needs. Jessie’s depth of knowledge in Social Security benefits is quite helpful, but pales in comparison to her extensive background, exposure and overall financial experience.
Jessie earned her BSBA in Finance at St. Louis University’s John Cook School of Business in 2007, where she spent time studying abroad and fell in love with travel and adventure. This passion fuels her both professionally and personally, and ignited a love for learning which led to earning her MBA with a concentration in management in 2012.
When she’s not planning our client’s wealth strategies or training new team members, Jessie is usually hiking with her husband Joe and their fur baby, a toy goldendoodle named Coffee. The couple loves to travel, play golf and try new restaurants as well as spend time with their 10 nieces and nephews. (Each side has one set of twins!)
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