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Plancorp, Inc., Chesterfield, MO. - Plancorp focuses on the management of wealth for high net worth individuals and has done so since 1983. The firm provides personal and business transition planning, investment management, family office services and business consulting services, using its Personal Transition Process™ and Intelligent Investor Solution™. Plancorp is on the Web at www.plancorp.com.
Jeff Buckner - Mr. Buckner is the founder and president of Plancorp, which he founded in 1983. He is credited with establishing one of the first "fee only" financial planning firms in the state of Missouri. Mr. Buckner is a graduate of the University of Missouri, with a BS in business administration and an MBA in finance. He is also a certified financial planner (CFP) and has been admitted to the Registry of Certified Financial Planning Practitioners. Mr. Buckner is a member of the Association for Investment Management and Research (AIMR) and is a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA). In the years 1996-98, he was selected as one of "The Best Financial Advisors" by Worth Magazine.
Steven Frank - Mr. Frank is the executive vice president at Plancorp. He has a BS in commerce from St. Louis University, and a JD from the St. Louis University School of Law. Mr. Frank is an attorney who, before joining Plancorp, divided his professional career between private law practice and working in corporate America. He likes to say he is a "businessman with a law degree". Mr. Frank's legal experience in business planning, corporate finance, estate planning, mergers and acquisitions and general financial management has brought significant depth to the Plancorp team.
Lawrence LeGrand - Mr. LeGrand is executive vice president at Plancorp. He has a BS in commerce and science from St. Louis University and is a certified public accountant (CPA). Mr. LeGrand has more than 25 years of experience in personal financial planning and income tax planning for corporate executives and business owners, and is generally considered to be one of the most knowledgeable tax professionals in the area. His professional career was predominately in public accounting with a Big Five firm, entering the partnership in 1980. Most recently, Mr. LeGrand was the executive vice-president of an aerospace manufacturing firm, LMI Aerospace, Inc.
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