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/. 


Consulting

Insurance

Investment Management

Plancorp, LLC

Chris Kerckhoff

Cfp® Jacob Malina Cpwa®, Aif®

Cfp® Austin Lewis

Cfp® Sara Gelsheimer

Kyle Attarian Mba, Cfa, Cfp®, Aif®

Kevin Daniel

Cfp® Emily Jackson

Cfp® Brian Wiedermann Aif®

Tiffany Whitney

Stephen Pursley

Jim Shafer

Eli Katz

Leo Haas

Joseph Patane

Jeff Buckner

Amy Jones

Ryan Knebel

Meredith Tilman

Wesley Garton

Michael Esson

Derek Hartley

The Leadership Team at Plancorp, LLC is responsible for charting the strategic direction and operational effectiveness of the firm. Composed of key executives including the CEO, CCO, and CTO, the team ensures compliance, fosters talent development, and drives innovation in financial services. Their collective focus on transparency and client-centric solutions guides Plancorp in delivering exceptional advisory services, while maintaining the highest fiduciary standards for the benefit of clients.

Leadership Team

Financial Advisory Team

Human Resources and Talent Acquisition

Leadership Team

About

Team members

Other teams at Plancorp, LLC

Financial Advisory Team

Human Resources and Talent Acquisition