Mr. Jeffrey T. Buckner
Founder and President
Plancorp, Inc.
- University of Missouri, St. Louis, B.S. Business Administration, 1976: MBA, Finance, UMSL, 1981.
- Certified Financial PlannerTM Practitioner, College for Financial Planning, Denver, CO.
- Accredited Investment Fiduciary®, The Center For Fiduciary Studies
- President, Plancorp, Inc., 1983 - present
- President & Director, Zero Alpha Group, 6/00 - present
- Chairman, Investment Committee, Plancorp, Inc.
- Member, Association for Investment Management and Research (AIMR), 5/01 - present
- Member, Charles Schwab & Co., Institutional Investment Advisory Board, 1994-1995, 2004-2005
- Associate Member, CFP Board of Professional Review, 2000
- Selected as one of "The Best Financial Advisors" by Worth Magazine, October 1996-98
- NAPFA Registered financial advisor with the National Association of Personal Financial Advisors, 1/04 - present
Jeff founded Plancorp in 1983 and is credited with establishing one of the first "fee only" financial planning firms in the state of Missouri. Along with being a CFPTM practitioner, Jeff has been admitted to the Registry of Certified Financial Planning Practitioners. Today the firm offers investment management, financial planning, business advisory and family office services to both affluent investors as well as to privately held corporations.
Jeff's outside interests include fly fishing in the wilds, duck hunting and golf. He lives in Ballwin with his wife, Mary Ann. They have two children, Katie, a recent graduate of the University of Dayton, and Travis, a student at the University of Mississippi.