Team Member Details
About Me
Before joining Plancorp, Lilly held leadership roles in the funeral service, nonprofit, and behavioral health industries, where she oversaw multi-site operations and supported teams serving diverse and often economically and mentally vulnerable populations. That experience shaped her ability to communicate clearly, stay grounded under pressure, maintain compassion and empathy, and build trust in high-stakes situations - skills she carries into her work today. Lilly is passionate about continuous improvement, both personally and within the organizations she supports, and takes pride in being a steady, reliable partner to leadership and her team.
Outside of work, she enjoys continuing to engage with the Saint Louis classical music community by performing with two local choral groups. She is also actively involved in addiction recovery work through SMART Recovery, where she founded and leads two weekly recovery support meetings that have served hundreds of individuals over the years. And when she's not busy doing those things, she stays grounded by spending time with her family, friends, husband, and many pets.
Community Involvement
-
SMART Recovery Meeting Facilitator
-
Saint Louis Chamber Chorus Member
Education
-
Bachelor of Arts in Music - Voice, Southern Methodist University
-
Bachelor of Arts in English Literature, Southern Methodist University
-
Bachelor of Arts in Psychology (Certificates: Trauma Studies & Behavioral Neuroscience), University of Missouri-St. Louis
- Master of Arts in General Psychology, Capella University
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 AnalysisRecommended Resources
Planning with Purpose
Integrated Services
We take a holistic and comprehensive approach to your finances—from planning and investing to estate and tax strategies—so you can move toward your goals with clarity and confidence.

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.
Want to learn more?
Find out how Plancorp's financial firm is different than the other firms you're used to.
Schedule a Call With a Wealth Manager to Get Started
Let Plancorp help so you can focus on making the most of your wealth
- Personal & Business Solutions
- Popular Resources
- Free Financial Analysis Tool
- Money Match Quiz
- Fee & Value Calculator
- Early Retirement Guide
- Equity Compensation Guide
- Estate Planning Guide
- Employee Stock Purchase Plan (ESPP) Guide
- Restricted Stock Units Guide
- Invest by Age Series
- Glossary of Financial Terms
- Client Guide
- What to Expect During an Advisor Transition
St. Louis, MO | Fresno, CA | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163
© 2026 Plancorp, LLC. All Rights Reserved.
