Plancorp's Operations Team | Plancorp Financial Services

Services
Services
- Personal Solutions
  Personal Solutions
  - Wealth Management
    Go beyond basic financial advice with a holistic and proactive approach to managing your entire financial plan to achieve life’s goals.
  - Family Office
    Bespoke services for ultra-high-net-worth families and multi-generational financial planning to support your legacy.
- Business Solutions
  Business Solutions
  - Corporate Retirement Plans
    A dedicated team to manage your 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.
40+ years in business with over $7.6 billion assets under management

Proud to be CEFEX-certified
Why it matters
About
About
- - About Us
    Learn more about Plancorp's history and how we can serve you.
  - Our Process
    Move beyond basic financial advice with a plan crafted to align your wealth with your goals and values.
  - The Plancorp Team
    Find your next financial advocate.
  - Client Reviews
    See what our clients say about working with Plancorp.
- - Careers
    Find a career with Plancorp.
  - InspireHer
    Helping empower women through education and impactful support.
  - Frequently Asked Questions
    Find answers to common questions about how we operate.
  - Community Involvement
    Giving back to the communities we serve and live in.
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.
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.
  - Leading Indicators
    Curated newsletter offering exclusive insights for high-earning professionals.
  - Long-Term Investor
    Our Chief Investment Officer's top rated podcast for investors ready to get serious.
- Self-Service Tools
  Self-Service Tools
  - Financial Analysis
    Discover potential gaps in your financial plan with our curated analysis tool, the first step towards partnering with Plancorp.
  - Money Match Quiz
    Protect your financial future with the right kind of support for your needs. Our quiz recommends the right pro for you.
  - Book Your Private Strategy Session
    Schedule your no-obligation session with our wealth advisors to explore how we can help you achieve your goals.
  - ESPP Calculator
    Confidently navigate the performance and tax implications of your employee stock purchase plan with our free calculator.
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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
Joan Green

Client Service Consultant
Derek Hartley

Chief Growth Officer
Ben Hoefft

Portfolio Administrator
Lisa Hult

Client Center Concierge
Amy Jones

Chief Talent 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
Siobhan Mullen

Family Office Assistant
Merilee Mulvaney

Executive Assistant
Sierra Pett

Onboarding Specialist
Devin Ploesser

Client Development Manager
Stephen Pursley

Portfolio Analyst
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
Meredith Tilman

Accounting Manager
Jordyn Vazquez

Client Service Consultant
Stacy Westercamp

Client Services Consultant