Plancorp, LLC
Stephen Pursley, MBA, currently serves as a Portfolio Analyst at Plancorp Wealth Management since May 2022. Prior to this role, Stephen was an Equity Analyst for the Lindenwood University Student Fund from January 2022 to March 2023, where responsibility included managing a $100k portfolio for the Lindenwood Endowment, providing hands-on experience in stock selection and portfolio building. Stephen’s earlier experience includes serving as a Medical Technician in the United States Air Force from October 2010 to January 2019, focusing on patient care and family support while stationed in Alaska. Educational qualifications include a Master of Business Administration in Finance from Lindenwood University, expected in May 2024, a Bachelor of Science in Finance from Lindenwood University, completed in May 2022, and an Associate of Science in Health Services from the Community College of the Air Force, obtained in 2017.
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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/.