AIF®
Chief Client Experience Officer
Email: susan@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Susan Take Financial AssessmentAIF®
Chief Client Experience Officer
Email: susan@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Susan moved from Memphis to St. Louis in 2011 to lead Plancorp’s Retirement Plan Advisors division. Equal parts businesswoman and southern belle, she brings both expertise and eloquence to her client relationships.
Susan has more than 25 years’ experience in the pension and retirement space, including 20 years at First Mercantile Trust (now a member of the MassMutual Financial Group). Her tenure at the firm armed her with a thorough understanding of the dollars and cents side of corporate retirement planning and importance of plan design.
Since moving from Memphis, Susan has enjoyed making St. Louis her home. She joined the Professional Women’s Alliance upon moving to the city and now serves as the group’s President Elect. In her free time, Susan likes to travel, explore new restaurants and spend time with friends and family.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163