Amerisure

Plancorp is a financial planning firm based in Saint Louis, MO, offering comprehensive wealth management solutions for individuals, families, businesses, and institutions. With over 40 years of experience and more than $5.95 billion in assets under management, Plancorp takes a holistic and proactive approach to help clients achieve their financial goals, whether it's managing investments, planning for retirement, or creating a succession plan for businesses. They provide personalized services, including wealth management, family office solutions for ultra-high-net-worth families, corporate retirement plan management, and institutional asset management for nonprofits and organizations. Plancorp is CEFEX-certified and is committed to empowering women through their InspireHer initiative. They also offer resources such as financial analysis tools, a resource center, and a blog to provide guidance on various financial topics. Generated from the website

The Missouri Society of CPAs (MOCPA) is a professional organization dedicated to supporting certified public accountants across the state through various programs, resources, and advocacy efforts. By offering a platform for connection, engagement, and continued education, MOCPA enhances the skills and influence of its members in the accounting profession. MOCPA provides a range of benefits, including access to a career center, continuing professional education (CPE) opportunities, and resources tailored for different practice areas. Additionally, the organization actively works to influence legislation and protect the interests of its members at the state level through grassroots advocacy initiatives. Generated from the website