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Financial Planners

Steven A. Frank

J.D., CFP®, AIF®

Wealth Manager

Steven A. Frank

J.D., CFP®, AIF®

Wealth Manager


A lawyer in his past life, Steven took the plunge into the financial world when he joined Plancorp in 2011. His past experience in private law practice, as well as a stint on Capitol Hill, instilled in him a desire to work proactively with clients and educate them through every step of the planning process.

As an attorney, Steven practiced in the areas of Business and Trust and Estate law. During his time on Capitol Hill, Steven worked in both the U.S. Senate and House of Representatives. Desiring a role that allowed him to work more personally and proactively with clients, Steven made the move to Plancorp.

Outside of Plancorp, Steven stays busy with his wife, Molly, and their two sons, Grady and Ernie. He also stays active playing in various soccer leagues and enjoys cooking, skiing, and traveling.

  • George Washington University, BA in Political Science, 2004
  • Washington University in St. Louis School of Law, Juris Doctor (J.D.), 2009


Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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