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
Recommended Resources
Your Guide to a Better Advisor Experience
At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.
