Plancorp's Operations Team | Plancorp Financial Services

Wealth Management
Wealth Management

Go beyond basic advice with a holistic and proactive approach to managing your entire financial plan to achieve life's goals.
Integrated Services
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.

Work With Plancorp
Business Solutions
Business Solutions
Business Solutions
- Corporate Retirement Plans
  A dedicated team to manage you company's 401(k) or Cash Balance plan. Full service with minimal fees.
- Business Succession Planning
  Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
- Institutional Asset Management
  Financial planning and investment management for nonprofits, endowments, and organizations.
The fiduciary excellence and trusted experience of Plancorp Wealth Management for individuals is also available to businesses and institutions.
Equity Compensation
Equity Compensation

Supercharge your most powerful employee benefit.
Make the Most of Your Equity

Thoughtfully managing key decisions can make a big difference in how much you ultimately gain.

Explore Our Services
Investing
Investing

Discover investment strategy insights from Plancorp's fiduciary experts.
Investing Strategy Build For Your Goals & Risk Tolerance

We harness the power of the market to help you reach your goals.

Explore Our Services
About
About
About Us
- About Us
  Learn more about Plancorp's history and how we can serve you.
- The Plancorp Team
  Find your next financial advocate.
- Our Process
  Move beyond basic financial advice with a plan crafted to align your wealth with your goals.
- Careers
  Find a career with Plancorp.
- InspireHer
  Helping empower women through education and impactful support.
- Community Involvement
  Giving back to the communities we serve and live in.
Don't just take our word for it.

Learn about the experience we strive to deliver every day with these reviews from real Plancorp clients.

Read Reviews
Resources
Resources
Resources
- Resource Center
  Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
- Blog
  Topical articles on today's financial trends and Plancorp's take on them.
- Frequently Asked Questions
  Find answers to common questions about how we operate.
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Client Login
Client Login

Ray Adrian

Portfolio Administrator
Farah Alam

Investment Research Manager
Ashleigh Benoist

Marketing Specialist
Travis Buckner

Office Services Coordinator
Erick Burtness

Senior Software Engineer
Jamie Cailteux

Family Office Assistant
Nicole Dexter

HR Generalist
Luke Diles

Senior Tax Associate
Michael Esson

Chief Information Security Officer
Wes Garton

Chief Financial Officer and Interim Chief Operating Officer
Jacob Haas

Manager of Application Development
Derek Hartley

Chief Growth Officer
Ben Hoefft

Portfolio Administrator Team Lead
Lisa Hult

Client Center Concierge
Amy Jones

Chief People Officer
Patti Jones

Client Service Consultant
Deepthi Kamepalli

Senior Salesforce Administrator
Melissa King

Client Service Consultant
Katelyn Maniguet

Executive Assistant
Tia McCartney

Talent Specialist
Kristen Moser

Digital Marketing Specialist
Merilee Mulvaney

Executive Assistant
Sierra Pett

Onboarding Specialist
Devin Ploesser

Client Development Manager
Cora Reed

Billing Specialist
Rachel Rogers

Project Manager
Katie Rummel

Client Service Consultant
Erwin Santiago

Director of Portfolio Management and Custodial Relationships
John J. Sastry

Chief Legal and Compliance Officer
Nick Sebelski

Training Coordinator
Jeff Smith

Chief Operating Officer
Meredith Tilman

Accounting Manager
Jordyn Vazquez

Client Service Consultant
Stacy Westercamp

Client Services Consultant