Wealth Management Team | Plancorp

Services
Services
- Personal Solutions
  Personal Solutions
  - Wealth Management
    Go beyond basic financial advice with a holistic and proactive approach to managing your entire financial plan to achieve life’s goals.
  - Family Office
    Bespoke services for ultra-high-net-worth families and multi-generational financial planning to support your legacy.
- Business Solutions
  Business Solutions
  - Corporate Retirement Plans
    A dedicated team to manage your company's 401(k) or Cash Balance plan. Full service with minimal fees.
  - Business Succession Planning
    Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
  - Institutional Asset Management
    Financial planning and investment management for nonprofits, endowments, and organizations.
40 years in business with over $6.5 billion assets under management

Proud to be CEFEX-certified
Why it matters
About
About
- - About Us
    Learn more about Plancorp's history and how we can serve you.
  - Our Process
    Move beyond basic financial advice with a plan crafted to align your wealth with your goals and values.
  - The Plancorp Team
    Find your next financial advocate.
- - Careers
    Find a career with Plancorp.
  - InspireHer
    Helping empower women through education and impactful support.
  - Frequently Asked Questions
    Find answers to common questions about how we operate.
  - Community Involvement
    Giving back to the communities we serve and live in.
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.
Resources
Resources
- - Resource Center
    Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
  - Blog
    Topical articles on today's financial trends and Plancorp's take on them.
  - Leading Indicators
    Curated newsletter offering exclusive insights for high-earning professionals.
  - Long-Term Investor
    Our Chief Investment Officer's top rated podcast for investors ready to get serious.
- Self-Service Tools
  Self-Service Tools
  - Financial Analysis
    Discover potential gaps in your financial plan with our curated analysis tool, the first step towards partnering with Plancorp.
  - Money Match Quiz
    Protect your financial future with the right kind of support for your needs. Our quiz recommends the right pro for you.
  - Book Your Private Strategy Session
    Schedule your no-obligation session with our wealth advisors to explore how we can help you achieve your goals.
  - ESPP Calculator
    Confidently navigate the performance and tax implications of your employee stock purchase plan with our free calculator.
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Kelsey Abbott

Senior Wealth Manager
Ray Adrian

Portfolio Administrator
Kyle Attarian

Senior Wealth Manager
Kelsie Barrow

Senior Financial Planner
Ben Bochantin

Financial Planner
Kyle Clore

Financial Planner
Kevin Daniel

Senior Wealth Manager
Mike Dempsey

Senior Wealth Manager
Samantha Dombek

Wealth Manager
Meaghan Faerber

Senior Wealth Manager
Steven A. Frank

Senior Wealth Manager
Chad Frazier

Senior Wealth Manager
Sara Gelsheimer

Senior Wealth Manager
Joan Green

Client Service Consultant
Ben Hoefft

Portfolio Administrator
Derek Jess

Senior Manager of Advisor Success
Patti Jones

Client Service Consultant
Susan Jones

Director of Tax and Strategic Wealth Transfer
Eli Katz

Senior Financial Planner
Jackie Kelly

Wealth Manager
Chris Kerckhoff

President & CEO
Melissa King

Client Service Consultant
Brian King

Chief Planning Officer
Sean Kyle

Senior Wealth Manager
Peter Lazaroff

Chief Investment Officer
Austin Lewis

Senior Wealth Manager
Deanna Orf

Wealth Manager
Sierra Pett

Onboarding Specialist
Devin Ploesser

Client Development Manager
Nick Pollitt

Financial Planner
Stephen Pursley

Portfolio Analyst
Katie Rummel

Client Service Consultant
Erwin Santiago

Director of Portfolio Management and Custodial Relationships
Joleen Scharenbroch

Wealth Manager
Ben Schwartz

Senior Wealth Manager
Alex Terrell

Manager of Advisor Success
Yezmin Thomas

Wealth Manager
Jordyn Vazquez

Client Service Consultant
Ranie Verby

Director of Wealth Management
Jessie Weiss

Senior Wealth Manager
Stacy Westercamp

Client Services Consultant
Brian Wiedermann

Senior Wealth Manager