Client Service Consultant
Email: tatiana.thompson@plancorp.com | Phone: (636) 532-7824
Schedule a Consultation Take Financial AssessmentClient Service Consultant
Email: tatiana.thompson@plancorp.com
Phone: (636) 532-7824
Tatiana joined Plancorp in 2021 as a Client Service Representative. She came to Plancorp with over 6 years of experience in the financial industry. She started as a bank teller and moved over to investments in 2017. She soon accepted a position as an operation specialist and was soon promoted to Senior Operation Specialist.
In her spare time, she loves traveling, attending networking events, music concerts and poetry slams.
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
info@plancorp.com