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Client Service Representative
Client Service Representative
Katie has the education to back up her gift for building relationships. She draws on this skill set every day, establishing rapport with clients and determining the best solutions for their individual needs.
Katie joined Plancorp in 2002 after graduating from the University of Dayton. She earned her Master’s from Lindenwood University while working full time. Now, she devotes her free time to her family and pursuing her passions of cooking and traveling. Her favorite destination is Ireland, and for good reason—it’s where she and her husband were engaged.
Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?
Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.
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At the heart of Plancorp’s philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.
Headquarters
540 Maryville Centre Dr, Suite 105
St. Louis, MO 63141
Nashville Office
3102 West End Ave, Suite 400
Nashville, TN 37203
Sarasota Office
5114 Station Way
Sarasota, FL 34233
San Jose Office
75 E. Santa Clara, Suite 600
Office Number 05-150
San Jose, CA 95113