Team Member Details

About Me

Kori joined Plancorp in 2018 as a Family Office Assistant. She plays a vital role in providing excellent service to our Family Office clients, assisting them with the complexities of multi-generational wealth transfer.

Prior to Plancorp, Kori spent 10 years as the Office Manager and Accountant of a construction company, where she managed day-to-day operations and accounting. She holds Bachelor’s degrees in both Accounting and Finance from the University of Missouri-St. Louis.

Outside of work, Kori enjoys spending time with her family and friends. She especially loves taking her two little girls to Walt Disney World and hopes they will never stop dreaming and believing in magic. She also enjoys cooking, crafting, doing puzzles and escape rooms.

Education

  • University of Missouri-St. Louis, B.S. in Accounting, 2010
  • University of Missouri-St. Louis, B.S.B.A in Finance, 2011

I'm Ready to Help You With

What's My Plan Missing?

Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.

Take Our Free Analysis

Want to learn more?

Find out how Plancorp's financial firm is different than the other firms you're used to.