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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

What's Your Relationship Status with Money?

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?

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We Opened a New Office in San Jose

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.

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