Plancorp, LLC
Sara Gelsheimer, CFP®, is a seasoned professional in wealth management with over a decade of experience. Currently serving as a Senior Wealth Manager at Plancorp, LLC, since July 2013, Sara has held various roles including Wealth Manager and Senior Financial Planning Associate, contributing to the firm’s commitment to exceptional client service through a unique academic-based investment strategy and strong fiduciary principles. Prior to Plancorp, Sara worked as an Investment Services Supervisor at Blue Ocean Portfolios and as a Financial Services Representative at State Farm. Sara holds a Bachelor of Science in Social Work and Financial Planning from Murray State University, obtained in 2008.
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/.