Plancorp, LLC
Erick Burtness has extensive experience in financial analysis and technology, currently serving as a Senior Platform Analyst at Plancorp, LLC since December 2014. Previous roles include Business Analyst and Portfolio Analyst at the same company, as well as Operations & Investment Analyst at Legacy Investment Advisors from May 2011 to January 2013. Prior to that, Erick held the positions of Investment Analyst and Director of IT at Auxano Advisors from February 2006 to April 2011. Early career experience includes freelancing as an audio engineer and web consultant from 2004 to 2006, and serving as Project Designer at Burtness Engineering Services from 1996 to 2000. Erick holds a Bachelor of Science degree in Computer Engineering from the University of Illinois Urbana-Champaign, obtained between 1999 and 2003.
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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/.