Plancorp, LLC
Sara Gelsheimer, CFP®, is a seasoned financial professional with a focus on wealth management at Plancorp, LLC since July 2013. Progressing through roles from Sr. Financial Planning Associate to Wealth Manager and currently serving as Sr. Wealth Manager, Sara contributes to a team that emphasizes a unique academic-based investment strategy and strong fiduciary commitment. Prior experience includes serving as Investment Services Supervisor at Blue Ocean Portfolios and Financial Services Representative at State Farm. Sara holds a Bachelor of Science degree in Social Work and Financial Planning from Murray State University, completed 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/.