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People do make the difference.  At Plancorp, Inc. our corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations. To learn more, hover over each designation for a detailed description.

  • Accredited Asset Management SpecialistSM (AAMS®)

  • Accredited Estate Planner® (AEP®)

  • Certified in Long-Term Care (CLTC)

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)

  • Certified Public Accountant (CPA)

  • Chartered Advisor for Senior Living® (CASL®)

  • Chartered Financial Consultant® (ChFC®)

  • Chartered Life Underwriter® (CLU®)

  • Chartered Mutual Fund CounselorSM (CMFC®)

  • Chartered Retirement Planning CounselorSM (CRPC®)

  • Chartered Retirement Planning SpecialistSM (CRPS®)

  • Juris Doctor (JD)

  • Life Underwriting Training Council Fellow (LUTCF)

  • Masters of Business Administration (MBA)

Each year, all of our Associates and staff are required to participate in both industry and in-house continuing education programs. This enables everyone within our organization to keep up-to-date with products, laws, technology, and planning techniques that help better serve the needs of our clients.  All Associates hold the appropriate securities and insurance licenses in compliance with all Federal and State regulations. 

 

FINRA BrokerCheck - Search

BrokerCheck provides information about current and former FINRA-registered brokers and brokerage firms. It also provides information about investment adviser firms and representatives through the Investment Adviser Public Disclosure website, sponsored by the Securities and Exchange Commission.
 
To start your search, click here.

 

Our Advisors



Jeffrey C. Knox
JD, ChFC
®, CLU®




Carl Camillo
CLU
®, ChFC®, RHU®, REBC®, AEP®, CFP®



Chris du Laney




Stephen W. Edkins
CLU
®, ChFC®




Charles B. Elliott
MBA, CFP
®




Daniel J. Lane
AAMS
®, CFP®, ChFC®, CLU®, CRPC®



Daniel J. Lauletta
CFP
®, ChFC®, CLU®, LUTCF, AEP®



Austin J. "Dean" Linden III
ChFC®, CLU®, CFP®




William T. Mawby
CRPC
®, CRPS®




Cheryl Norman
CLU
®, ChFC®

Geoffrey F. Novack


Matthew B. Price
CLTC










George J. Randall
CPA, MBA

Melissa Reider

Margaret S. Scheiman

Tom Stapel



  

Our Staff




Kim Bolden
Compliance Supervisor



Cindy Evans
Life & Investment Business Manager

Lori G. Falcone
Marketing Manager

Sara Kotseos
Client Experience Manager
with the practice of
Daniel J. Lauletta


Sharon Zirkle
Office Manager
Individual Healthcare Specialist