Client Service Consultant
Email: melissa@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentClient Service Consultant
Email: melissa@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Melissa joined Plancorp in 2016, bringing with her nine years of experience in client service—including time as a Branch Office Administrator at Edward Jones and Personal Banker at National City Bank.
Melissa graduated from Missouri State University before making her foray into the world of finance and banking. Her communications background, coupled with her interest and expertise in this industry, makes her great at what she does: helping clients understand the nuances of their financial decisions.
Outside of work, Melissa enjoys spending time with family, being outdoors and cheering on her St. Louis Cardinals—ideally, all at the same time.
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