Plancorp, LLC

Austin Lewis is a CFP® professional with eight years of experience in financial advising. He has been with Plancorp, LLC in Saint Louis, MO since 2015. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, and specialized services such as family office support and business succession planning. The firm’s investment approach is committee-driven, based on Modern Portfolio Theory, and includes diversified portfolios, ongoing due diligence, and tax-aware strategies.

Stacey Mannebach is a CFP® professional with one year of experience in financial advising. She is currently with Plancorp, LLC and previously worked at Moneta Group Investment Advisors, LLC and Edward Jones. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, financial planning, family office services, and retirement plan advisory. The firm’s investment approach is committee-driven, using Modern Portfolio Theory to construct diversified portfolios and incorporating tax-aware strategies and ongoing due diligence.

Christopher Comstock is a CFP® with 16 years of experience in the financial advisory industry. He has been with Regency Investment Advisors Inc since 2008, where he works as part of an eight-advisor team. Regency Investment Advisors provides advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation and manager/fund selection, using mutual funds and ETFs, and employs an Investment Committee that reviews and rebalances accounts quarterly.

Kelsie Barrow is a PFS™ credentialed advisor at Plancorp, LLC with over seven years of experience in financial services. Her career includes roles at Schowalter & Jabouri, P.C., RubinBrown LLP, and Truman State University before joining Plancorp. Plancorp serves individuals, families, business owners, nonprofits, and institutional clients with fee-only wealth management, comprehensive financial planning, family office services, and retirement plan advisory. The firm’s investment process is committee-driven and based on Modern Portfolio Theory, emphasizing diversified portfolios, cost analysis, and tax-aware strategies.

Charles Meyer is a financial advisor at Plancorp, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Plancorp since 2015. Plancorp serves individuals, families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, and specialized services such as family office and business succession planning. The firm employs a committee-driven investment process based on Modern Portfolio Theory and holds CEFEX certification for fiduciary practices.

Brian King is a CFP® professional with 17 years of industry experience, currently serving at Plancorp, LLC since 2008. He is based in St. Louis, MO, and has spent his career within the firm. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients, offering fee-only wealth and investment management alongside comprehensive financial planning and specialized advisory services. The firm uses a committee-driven investment process grounded in Modern Portfolio Theory and maintains CEFEX certification for fiduciary practices.

Lawrence Legrand is a financial advisor at Plancorp, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Plancorp and its affiliated entity, Plancorp Holdings, Inc., since 2001. Plancorp serves individuals, families, business owners, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, and specialized services such as family office support and business succession planning. The firm employs a committee-driven investment process based on Modern Portfolio Theory and maintains CEFEX certification for fiduciary practices.

Judson Myers is a CFA charterholder with six years of industry experience, currently serving at Regency Investment Advisors Inc in Fresno, CA. He has been with Regency since 2007. Regency Investment Advisors provides advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation and manager selection, using mutual funds and ETFs, and employs an Investment Committee to review and rebalance accounts regularly.

Matthew Baisden is a financial advisor at Plancorp, LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Plancorp since 2016, following four years at Larson Financial Group. Based in Saint Louis, MO, he provides financial advisory services within a multi-team firm environment. Plancorp serves individuals, families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, family office services, and retirement plan advisory. The firm employs a committee-driven investment process grounded in Modern Portfolio Theory and maintains CEFEX certification for fiduciary practices.

Kevin Daniel is a CFP® and Series 65-licensed advisor with Plancorp, LLC in Saint Louis, MO, where he has worked since 2022. He has four years of industry experience and previously spent ten years at Ernst & Young LLP. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, family office services, business succession planning, and institutional investment services. The firm follows a committee-driven investment process based on Modern Portfolio Theory and holds CEFEX certification for fiduciary practices.

Brian Wiedermann is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Plancorp, LLC in Saint Louis, MO since 2000. Plancorp serves individuals, families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth management, comprehensive financial planning, family office services, business succession planning, retirement plan advisory, and institutional investment services. The firm’s investment approach is committee-driven, based on Modern Portfolio Theory, and emphasizes diversified portfolios, periodic rebalancing, and tax-aware strategies.

Susan Conrad is a financial advisor at Plancorp, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Plancorp since 2011. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients, providing fee-only wealth management, comprehensive financial planning, family office services, and institutional investment services. The firm’s investment process is committee-driven and based on Modern Portfolio Theory, emphasizing diversified portfolios, periodic rebalancing, and tax-aware strategies.

Kyle Attarian is a CFP®, CFA®, and Series 66-registered advisor with 19 years of industry experience. He has been with Plancorp, LLC since 2009. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management, comprehensive financial planning, and specialized services including family office and business succession planning. The firm’s investment process is committee-driven and based on Modern Portfolio Theory, emphasizing diversified portfolios, periodic rebalancing, and tax-aware strategies.

Brian Watson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Plancorp, LLC in Saint Louis, MO. He has three years of industry experience, including prior work at Edward Jones. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients, offering fee-only wealth and investment management along with comprehensive financial planning and other advisory services. The firm’s investment process is committee-driven and follows Modern Portfolio Theory, incorporating diversified portfolios and tax-aware strategies.

Devin Ploesser is a financial advisor at Plancorp, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and U.S. Bancorp Investments. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients, offering fee-only wealth management, comprehensive financial planning, and specialized services such as family office support and business succession planning. The firm’s investment process is committee-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and ongoing due diligence.