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.
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.