Plancorp, LLC
Derek Jess, CFP®, is a Shareholder and Senior Wealth Manager at Plancorp Wealth Management since June 2018, specializing in equity and deferred compensation planning, alongside comprehensive financial strategies including tax planning, investment management, retirement planning, risk management, and estate planning. Previously, from June 2013 to June 2018, Derek served as an Advisor in Investments & Planning at First National Bank of Colorado, where leadership skills transformed an underperforming branch into a successful team. Derek also has experience as a Personal Banker and Customer Sales and Service Representative, enhancing customer relationships and financial solutions. Derek holds a Bachelor of Arts in Communication Studies from the University of Nebraska-Lincoln and a Master of Science in Personal Financial Planning from the College for Financial Planning.
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Plancorp, LLC
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.