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.
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 AnalysisFind out how Plancorp's financial firm is different than the other firms you're used to.
Let Plancorp help so you can focus on making the most of your wealth
St. Louis, MO | Nashville, TN | Boca Raton, FL | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com
© 2024 Plancorp, LLC. All Rights Reserved.