Cfp® Sara Gelsheimer

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.