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Sara Gelsheimer

CFP®, AIF®

Wealth Manager

Sara Gelsheimer

CFP®, AIF®

Wealth Manager

Biography

Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women.

Originally from Cape Girardeau, Sara moved to St. Louis after graduating from college. She learned the value of passive investing and fiduciary-based financial services at her first job, where, as the head of the administrative team, she handled trading, rebalancing and client services. At Plancorp, she draws on these experiences as a Wealth Manager and founder of InspireHer: Plancorp Women’s Initiative.

Sara’s passion for educating women about investing began with her volunteer work at Thrive Pregnancy Resource Center in St. Louis. There she spent several years as a budgeting teacher and counselor for underprivileged women. She continues to volunteer as a mentor with Boys Hope Girls Hope and sponsors two young women in Uganda through Hearts & Hope for Uganda. Her volunteer work has already taken her to Uganda twice, and she can’t wait to go back. In addition to volunteering, Sara enjoys live music, hiking, biking, and most of all, spending time with her husband, Austin, and new son, Abe.

Awards and recognitions
Community Involvement
  • Hearts and Hope for Uganda – Student Sponsor
  • Member of InspireHer: Plancorp Women's Initiative
  • Member at RISE Collaborative Workspace
Education
  • Murray State University, B.S. in Social Work/Financial Planning Option

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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