AIF®
Advisor
Email: leo@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Leo Take Financial AssessmentAIF®
Advisor
Email: leo@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Leo brings more than 40 years of experience in banking, corporate finance and private equity to Plancorp, where he currently focuses on wealth management for non-profits, private schools and endowments. Prior to joining Plancorp, he served as the Principal of Westgate Group and Executive Vice President of Boatmen’s National Bank.
Committed to giving back to the community, Leo and his family have served as local hosts for children traveling to St. Louis for treatment of serious medical conditions.
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