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Mark E. Werner, MSFS, CFP®

Mark E. Werner, MSFS, CFP®

Wealth Manager

Mark Werner, MSFS, CFP®, RICP®, ChFC®, CLU®, ChSNC®, has been in the financial services industry since 1981. He focuses on Retirement Income Planning as well as Investment, Estate and comprehensive Financial Planning. Mark graduated from the University of Missouri-St. Louis with emphasis in Accounting, Economics and Finance. He received his Masters in Financial Services from the American College in 2019. 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. He spent 4 years as Chair of Student and Graduate Studies on the board of The Society of Financial Services Professional St. Louis chapter.

Mark 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. He 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 frequently appears on the Radio discussing topics related to retirement planning.

Mark was married for 32 beautiful years to Dianna. She passed away in October of 2016 after a long battle with cancer. He is once again blessed and married Robin in November 2021. Mark & Robin live in South County, where his daughter, Megan, and son-in-law live nearby. His step-son is attending University of Nebraska in Lincoln -- where the Ameritas Home Office is!  


Mark graduated Normandy High School---class of "1979 and a half”, he says! (Technically the class of '80, but he finished early!)

While his favorite TV show of all-time is The Big Bang Theory, in his down-time Mark loves to binge-READ (like Netflix binge-watching, but with books!). He picks a series and binge-reads the entire series until he is finished. One of his favorites is the Jack Reacher series, by Lee Child.

Mark is also a self-proclaimed nerd and loves Superhero movies. He's grateful his daughter and son-in-law enjoy them, too, and often enjoy them together!

You might notice Mark always picks the same seat at church or the same parking spot at the office. Like Dr. Sheldon Cooper (from Big Bang Theory), Mark has a "spot" in many places. However, unlike Sheldon, Mark is much more polite if you're in his spot!