Ever the professional, Sean brings an easy-going nature and acute attention to detail to his role at Plancorp. He joined the firm in 2015 after several internships helped him realize the merit of an evidence-based investment philosophy.
As a Wealth Manager, Sean counsels clients on their financial options and how to best reach their goals. Naturally analytical, he is committed to staying on top of all factors that could impact his clients’ financial prosperity.
When he isn’t busy working, Sean enjoys traveling, attending Cardinals games and cheering on the Georgia Bulldogs.
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?
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.