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Meet Our Team


Mark E. Werner*, CFP®, RICP®,ChFC®, CLU®, AEP®

Wealth Manager

Mr. Werner has been in the financial services industry since 1981. He focuses on Retirement Income Planning as well as Investment and Estate Planning. Mr. Werner graduated from the University of Missouri-St. Louis with an emphasis in Accounting, Economics and Finance. He completed his Masters of Science in Financial Services thru the American College. He has taught courses on Disability and Business Planning for the Life Underwriting Training Council as well as the investment course as an instructor for the American College.


Mr. Werner has been a guest speaker for several sheltered workshops in Missouri, the Alliance for the Mentally Ill, and the ALS Society on the topic of Estate Planning for Parents of Disabled Children. Mr. Werner has produced and presented continuing education seminars on Financial Planning and Basic and Advanced Estate Planning for the National Association of Insurance and Financial Advisors as well as a Taste of MDRT IV. He has also lectured on Retirement Planning for AARP and the International Association of Financial Planners. He has been a guest lecturer at St. Louis University School of Law. Mark also is a frequent guest on the Radio discussing Retirement topics

His daughter Megan and her husband live nearby and Mark is thrilled that Megan is his assistant

Mark can be reached at or feel free to call him at

314-256-0252 x201. 

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