PLANcorp, LLC

PLANcorp, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PLANcorp, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

PLANcorp, LLC Salaries. You can even request information on how much does PLANcorp, LLC pay if you want to. Learn about salaries, pros and cons of working for PLANcorp, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

36 PLANcorp, LLC employees in database. Find out everything there's to know about PLANcorp, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

PLANcorp, LLC Employees

Employee
Years
Job
Industry
Sam Honey Sam Honey Greater St. Louis Area Details
Sam Honey's PLANcorp, LLC Experience May 2014 - Present
Job Planning Associate at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   May 2014 - Present
Kansas State University  October 2012 - May 2014
Kansas State University  August 2012 - May 2014
Keating and Associates Inc.   January 2014 - April 2014
Kansas State University  October 2010 - March 2014
Kansas State Bank  January 2010 - October 2010

Education
Kansas State University   2010 — 2014
Bachelor's of Science, Personal Financial Planning

Steven Frank, J.D., CFP®, AIF® Steven Frank, J.D., CFP®, AIF® Greater St. Louis Area Details
Steven Frank, J.D., CFP®, AIF®'s PLANcorp, LLC Experience March 2013 - Present
Job Wealth Manager & Director of Compliance at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   March 2013 - Present
Plancorp, LLC   January 2015 - Present
Plancorp, LLC   May 2013 - December 2014
Plancorp, LLC   October 2011 - May 2013
Paule, Camazine and Blumenthal, P.C.   October 2009 - October 2011
Honorable Patrick Murphy, Federal District Judge for the Southern District of Illinois   August 2008 - December 2008
Plancorp   May 2008 - August 2008
Summers, Compton, Wells & Hamburg   June 2007 - September 2007
House Republican Conference  March 2005 - July 2006
Senator Christopher S. Bond   May 2004 - March 2005

Education
Washington University in St. Louis School of Law   2007 — 2009
Juris Doctor (J.D.)

The George Washington University   2000 — 2004
Bachelor of Arts, Policitical Science & Communications

Chaminade College Preparatory School   1994 — 2000

Austin Lewis Austin Lewis Greater St. Louis Area Details
Austin Lewis's PLANcorp, LLC Experience August 2015 - Present
Job Financial Planning Associate at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   August 2015 - Present
Plancorp, LLC   May 2015 - July 2015

Education
University of Missouri-Columbia   2012 — 2015
Bachelor of Science (B.S.), Personal Financial Planning

Joseph Patane Joseph Patane Sarasota, Florida Area Details
Joseph Patane's PLANcorp, LLC Experience January 2005 - Present
Job JD, LLM, CFP®, AIF®
Industry Financial Services
Experience
Clark Station Retail Sarasota LLLP   January 2005 - Present
Plancorp, LLC   January 2005 - Present
Rosin Way Office Park, LLC   January 2004 - Present
Melton Machine & Control Company  January 2000 - Present
SKH, Inc.   January 2000 - Present
The Patane Company, LLC   January 1997 - Present
Riechers Truck Body & Equipment Co., LLC   January 1998 - December 2008
Warco, Inc.   February 1999 - February 2005
Metalcraft Enterprises, Inc.   January 1997 - December 2003
Magnet, Inc.   January 1992 - December 1996

Education
University of Miami School of Law   1978 — 1979
LLM Taxation, Taxation

St. Mary's University School of Law   1975 — 1978
JD, Law

Saint Louis University   1972 — 1975
BSBA, Accounting

De Smet Jesuit High School   1968 — 1972

Travis Buckner Travis Buckner Ballwin, Missouri Details
Travis Buckner's PLANcorp, LLC Experience October 2011 - Present
Job Client Services Retirement Plan Advisors at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   October 2011 - Present
Plancorp, LLC   July 2010 - October 2011

Education
University of Mississippi   2002 — 2007
Bachelor of Arts (B.A.), Marketing

Katie Rummel Katie Rummel Ballwin, Missouri Details
Katie Rummel's PLANcorp, LLC Experience July 2010 - Present
Job Client Service Representative at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   July 2010 - Present
Plancorp, LLC   June 2002 - Present

Skills
Customer Service..., Customer Service..., Training & Development, Charity Events, Client Relations, Organization Skills

Education
Lindenwood University   2003 — 2006
Master of Arts (M.A.), Professional Counseling

University of Dayton   1998 — 2002
Bachelor of Arts (B.A.), Psychology

Visitation Academy   1989 — 1998

Kyle Attarian, MBA, CFP®, AIF® Kyle Attarian, MBA, CFP®, AIF® Greater St. Louis Area Details
Kyle Attarian, MBA, CFP®, AIF®'s PLANcorp, LLC Experience September 2009 - Present
Job Wealth Manager, Director of Marketing, CFA Level III Candidate
Industry Financial Services
Experience
Plancorp, LLC   September 2009 - Present

Skills
Comprehensive Wealth..., Investment Advisory..., Asset Allocation, Strategic Financial..., Marketing Strategy, Client Communication, Team Leadership, Management, Retirement Planning, Investments, Estate Planning, Equities, Succession Planning, Mutual Funds

Education
The University of Memphis   2003 — 2005
Master of Business Administration (MBA),, Finance

The University of Memphis   1998 — 2003
BA, Finance

Jorie Hardy Jorie Hardy Greater St. Louis Area Details
Jorie Hardy's PLANcorp, LLC Experience December 2013 - Present
Job Client Services Representative at Plancorp LLC, a FeeOnly, Financial Planning and Investment Management Firm
Industry Financial Services
Experience
Plancorp, LLC   December 2013 - Present
The Laiderman Law Firm, P.C.   June 2012 - December 2013
Delta Investment Services   2006 - 2012
Delta Investment Services   2006 - 2012
Jones Group, Design & Landscaping LLC, Board Trustee   January 1995 - December 2006
BMO Harris Bank  1992 - 1995
Signature Graphics, Inc.   1990 - 1992
First National Bank, AKA JPMorgan Chase   1986 - 1989
Selling Homes Inc.   1985 - 1989

Education
Indiana University Bloomington
Bachelor's of Science

Joni Green Joni Green Saint Louis, Missouri Details
Joni Green's PLANcorp, LLC Experience August 2011 - Present
Job Client Service Representative at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   August 2011 - Present
Diversified Financial  2005 - 2011
Edward Jones  2000 - 2005

Education
Missouri State University   1973 — 1977
Bachelor's degree, Home Economics

Sara (Meystedt) Gelsheimer, CFP® Sara (Meystedt) Gelsheimer, CFP® Saint Louis, Missouri Details
Sara (Meystedt) Gelsheimer, CFP®'s PLANcorp, LLC Experience July 2013 - Present
Job Sr. Financial Planning Associate at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   July 2013 - Present
Blue Ocean Portfolios   February 2009 - June 2013
State Farm  August 2008 - February 2009

Education
Murray State University   2004 — 2008
Bachelor of Science (BS), Social Work / Financial Planning

Peter Lazaroff, CFA, CFP® Peter Lazaroff, CFA, CFP® Greater St. Louis Area Details
Peter Lazaroff, CFA, CFP®'s PLANcorp, LLC Experience March 2015 - Present
Job Wealth Manager at Plancorp, LLC
Industry Investment Management
Experience
Plancorp, LLC   March 2015 - Present
Acropolis Investment Management, LLC  July 2007 - March 2015

Skills
Investments, Portfolio Management, Public Speaking, Fixed Income, Asset Allocation, Economics, Equities, Asset Management, Alternative Investments, Strategy, Securities, Writing, Blogging, Wealth Management, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Management

Education
DePauw University   2003 — 2007
Bachelor of Arts (B.A.), Economics & Management

Debbie (Waggoner) Rahn, CTFA, CFP®, AIF® Debbie (Waggoner) Rahn, CTFA, CFP®, AIF® Greater St. Louis Area Details
Debbie (Waggoner) Rahn, CTFA, CFP®, AIF®'s PLANcorp, LLC Experience October 2013 - September 2015
Job VP/ Senior Trust Advisor Regions Wealth Management
Industry Financial Services
Experience
Regions Bank  September 2015 - Present
Plancorp, LLC   October 2013 - September 2015
U.S. Trust, Bank of America   September 2009 - October 2013
NationsBank (n/k/a/ Bank of America)   March 1999 - September 2009
Guaranty Trust Company  March 1998 - March 1999
Boatmen's Trust Company (n/k/a Bank of America)   August 1993 - March 1998

Skills
Personal Trust..., Estate Planning

Education
University of Missouri-Columbia   1987 — 1991
Bachelor of Science (BS)

Parkway West

Sean Kyle Sean Kyle Greater St. Louis Area Details
Sean Kyle's PLANcorp, LLC Experience June 2015 - Present
Job Financial Planning Associate at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   June 2015 - Present
Phi Delta Theta, Indiana Zeta   November 2013 - October 2014
1926 Investment Advisors, LLC   May 2014 - July 2014
Phi Delta Theta, Indiana Zeta   November 2012 - October 2013
LHD Benefit Advisors  May 2013 - August 2013
Minnesota Timberwolves  January 2013 - January 2013

Education
DePauw University   2011 — 2015
Economics and Management

Jessie Weiss, CFP® Jessie Weiss, CFP® Greater St. Louis Area Details
Jessie Weiss, CFP®'s PLANcorp, LLC Experience February 2015 - Present
Job Sr. Financial Planning Associate at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   February 2015 - Present
Plancorp, LLC   January 2013 - January 2015
Saint Louis University  June 2009 - January 2013
The Business Bank of St. Louis  April 2008 - June 2009
Plancorp, LLC   May 2006 - August 2006

Education
Saint Louis University   2010 — 2013
MBA, Management

Saint Louis University   2003 — 2007
BSBA, Finance and Management

Jeff Buckner Jeff Buckner Greater St. Louis Area Details
Jeff Buckner's PLANcorp, LLC Experience November 1983 - Present
Job Owner, Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   November 1983 - Present

Education
University of Missouri-Saint Louis
Bachelor of Science (BS), MBA, Business and Finance

Robert Tucker MD, MBA, AIF Robert Tucker MD, MBA, AIF Greater St. Louis Area Details
Robert Tucker MD, MBA, AIF's PLANcorp, LLC Experience January 2006 - Present
Job Vice President at Plancorp, LLC, a feeonly financial planning and investment management firm
Industry Financial Services
Experience
Plancorp, LLC   January 2006 - Present
Maryville University  August 2006 - Present
St. Louis Orthopedic Institute   July 1980 - December 2006

Education
Washington University in St. Louis   1967 — 1971
AB, Biology

University of Missouri-Columbia School of Medicine   1971 — 1975
MD

Maryville University of Saint Louis   1995 — 1997
MBA

Brian King CFP®, CPA Brian King CFP®, CPA Greater St. Louis Area Details
Brian King CFP®, CPA's PLANcorp, LLC Experience July 2010 - Present
Job Director of Financial Planning
Industry Investment Management
Experience
Plancorp, LLC   July 2010 - Present
Boys Hope Girls Hope  October 2009 - Present
Plancorp, LLC   June 2008 - October 2010
PricewaterhouseCoopers, LLP  August 2005 - June 2008
PricewaterhouseCoopers  May 2003 - August 2005

Education
Saint Louis University   1998 — 2003
BSBA, Accounting and Finance

Springfield High School   1994 — 1998

Ryan R. Miller, CFP®, AIF® Ryan R. Miller, CFP®, AIF® Greater St. Louis Area Details
Ryan R. Miller, CFP®, AIF®'s PLANcorp, LLC Experience December 2011 - Present
Job Wealth Manager at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   December 2011 - Present
Plancorp, LLC   May 2008 - November 2011
Plancorp, LLC   December 2007 - April 2008

Education
University of Missouri-Saint Louis   2005 — 2008
Bachelor's of Science in Business Administration, Finance & Management

Purdue University   2004 — 2005

Rochester High School   2001 — 2004

Charley Meyer Charley Meyer Greater St. Louis Area Details
Charley Meyer's PLANcorp, LLC Experience February 2015 - Present
Job Director at Plancorp, LLC
Industry Investment Management
Experience
Plancorp, LLC   February 2015 - Present
1926 Investment Advisors, LLC   August 2006 - Present

Education
DePauw University   1982 — 1986

John Burroughs School

Jessica V. Dempsey Jessica V. Dempsey Greater Philadelphia Area Details
Jessica V. Dempsey's PLANcorp, LLC Experience August 2014 - Present
Job General Counsel
Industry Law Practice
Experience
Capital Trust Holdings Inc.   December 2014 - Present
PLANcorp, LLC   August 2014 - Present
Guaranty Financial Liquidation Trust   March 2014 - Present
Big Sandy Holding Company   March 2014 - Present
Judge Allan Tereshko   August 2011 - March 2014
Independence Seaport Museum  October 2010 - July 2011
Philadelphia Law Department  June 2010 - August 2010
The Law Offices of Howard B. Segal   June 2009 - October 2009
School District of Philadelphia  October 2007 - May 2008

Education
Widener University School of Law   2008 — 2011

University of Pennsylvania   2004 — 2008
BA, History

Mike Dambach Mike Dambach Greater St. Louis Area Details
Mike Dambach's PLANcorp, LLC Experience September 2014 - Present
Job Tax Advisor at Plancorp, LLC
Industry Accounting
Experience
Plancorp, LLC   September 2014 - Present
BKD, LLP  2000 - May 2014
KPMG  1974 - 2000

Education
Southeast Missouri State University   1970 — 1974
B.S. degree in Business Administration, Accounting

Merilee Mulvaney Merilee Mulvaney Greater St. Louis Area Details
Merilee Mulvaney's PLANcorp, LLC Experience April 2001 - Present
Job Executive Assistant
Industry Financial Services
Experience
Plancorp, LLC   April 2001 - Present
LMI Aerospace, Inc.   April 1998 - April 2001
KPMG US  April 1986 - April 1998

Education
Truman State University   1981 — 1983
Certificate in Medical Assisting, Medical/Clinical Assistant

Jersey Community High School   1977 — 1981

Jersey Community High School

Jersey Community High School

Steven N Frank Steven N Frank Greater St. Louis Area Details
Steven N Frank's PLANcorp, LLC Experience December 1998 - Present
Job Vice Chairman and Member of Board of Managers at Plancorp, LLC.
Industry Investment Management
Experience
Plancorp, LLC   December 1998 - Present

Education
Saint Louis University   1970 — 1973
JD, Law

Saint Louis University   1966 — 1970
BS in Commerce, Marketing and Accounting

Elizabeth Beauboeuf Elizabeth Beauboeuf Greater St. Louis Area Details
Elizabeth Beauboeuf's PLANcorp, LLC Experience June 2014 - Present
Job Sr. Financial Planning Associate at Plancorp, LLC
Industry Accounting
Experience
Plancorp, LLC   June 2014 - Present
Wolfe Nilges Nahorski PC  July 2013 - June 2014
Anders CPAs + Advisors  January 2010 - July 2013
BKD, LLP  2008 - December 2009

Education
Saint Louis University   2004 — 2008
BS, Accounting

Michael Esson Michael Esson Greater St. Louis Area Details
Michael Esson's PLANcorp, LLC Experience August 2006 - Present
Job Operations Manager at Plancorp, LLC
Industry Financial Services
Experience
Plancorp, LLC   August 2006 - Present
Bank of America  2005 - 2006
Edward Jones  1999 - 2005

Skills
Microsoft Excel, Operations Management, Assemblage, Systems Integration, iRebal, PortfolioCenter, Salesforce, Advisor Exchange, Salesforce.com, Process Improvement, Technology Integration

Education
Truman State University   1988 — 1993
Bachelor of Science (B.S.), Criminal Justice

Christian Brothers College High School