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Operations

Meredith Tilman

Operations Specialist

Meredith Tilman

Operations Specialist

Biography

Meredith joined Plancorp in 2013, bringing with her nearly 10 years of experience in client service, management and operations. As part of the Operations team, she manages everything from cost basis reconciling and quarterly billing to updating accounts and website content. No two days are the same, but she enjoys the fast-paced environment and opportunity to find creative solutions.

When she’s not at the office, you can find Meredith at barre class, making jewelry, traveling or cheering on her St. Louis Cardinals.

Insights

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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