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Operations

It takes a strong team behind the scenes to keep Plancorp running smoothly. Meet the people who ensure your experience is consistent and satisfying.

  • All
  • Wealth Managers
  • Retirement Plan Advisors
  • Exit Strategy Advisors
  • Institutional Asset Management
  • Operations
Travis Buckner
Border
Travis Buckner
Office Services Coordinator
Erick Burtness
Border
Erick Burtness
Senior Platform Analyst
Jamie Cailteux
Border
Jamie Cailteux
Family Office Assistant
Stacie Carrabine
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Stacie Carrabine
Director of Portfolio Management
Betsy Derringer
Border
Betsy Derringer
Executive Assistant
Michael Esson
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Michael Esson
Director of Operations and Chief Information Security Officer
Wes Garton
Border
Wes Garton
Chief Administrative Officer
Joan Green
Border
Joan Green
Client Service Consultant
Derek Hartley
Border
Derek Hartley
Director of Marketing
Nicole Hodgins
Border
Nicole Hodgins
HR Generalist
Amy Jones
Border
Amy Jones
Chief Talent Officer
Patti Jones
Border
Patti Jones
Client Service Consultant
Deepthi Kamepalli
Border
Deepthi Kamepalli
Business Analyst
Melissa King
Border
Melissa King
Client Service Consultant
Merilee Mulvaney
Border
Merilee Mulvaney
Executive Assistant
Cherry Ohms
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Cherry Ohms
Portfolio Analyst
Sierra Pett
Border
Sierra Pett
Client Service Consultant
Stephen  Pursley
Border
Stephen Pursley
Portfolio Analyst
Cora Reed
Border
Cora Reed
Billing Specialist
Rachel Rogers
Border
Rachel Rogers
Business Analyst
Katie Rummel
Border
Katie Rummel
Client Service Consultant
Jim Shafer
Border
Jim Shafer
Portfolio Analyst
Tiffany Skaggs
Border
Tiffany Skaggs
Portfolio Analyst
Meredith Tilman
Border
Meredith Tilman
Accounting Manager
Katelyn  Wigmore
Border
Katelyn Wigmore
Executive Assistant

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