About Us

From dairy farmers daughter to CFP^® – her journey of inspiration started home grown. Instilled by parental values, inspired by professional mentors, and founded by her faith. Chris never stopped learning and growing in an industry where only 11% were female. 

Chris began her career at A.G. Edwards & Sons, a predecessor of Wells Fargo Advisors, in 1986. From 1986 to 1994, she worked full time and completed two bachelor’s degrees at Missouri Universities. In 2007, Chris earned the prestigious honor of CERTIFIED FINANCIAL PLANNER™, which requires continuing education and upholding the CFP^® boards fitness standards. Chris and her team use this guidance to deliver comprehensive investment planning services specific to their clients’ needs. 

After 23 years in the industry, and 10 years as a branch manager, Chris is pleased to be partnering with Finteris Wealth Management. From A.G. Edwards & Sons to Wells Fargo Advisors, and now Finteris Wealth Management, Chris has remained loyal to one firm and upheld her “client first” values. 

Chris is a member of PEO, Chapter NA, parishioner at Assumption, and involved in Franklin County Area United Way. Chris and her husband, Tom have two married children, four grandchildren and enjoy time together at the lake and on the golf course.  

Chris quotes, “My goal is to achieve trust, integrity, and respect with my clients.” My favorite saying is, “It is not what you take with you. It is what you leave behind."

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Championing the client’s needs and putting them first is the key tenant to how Keith conducts business. Working hand in hand with clients to build out an investment plan, execute and adjust as needed, he believes an investment plan is the foremost important step to achieving one’s financial goals. Keith sees himself as the steady hand to help those he serves stay on track.

His career started in the US Naval Reserves as a Quartermaster supporting our nation’s Pacific Fleet. While in the service, he earned degrees in both Economics and Political Science from the University of Missouri St. Louis. After graduation, Keith worked on a civil engineering project team with BFA, Inc. in Washington MO. Then in early 2017, he followed his passion for economics and helping others, and began his career in advising clients with their investments at Wells Fargo Advisors.

Keith has spent his investment career working alongside Chris Rodgers, CFP^® - Partner and formerly Ron Cowan. Keith and Chris have a team that includes Ronda McCollum, Financial Advisor, SVP and Julie Peirick, Financial Consultant. Together they bring decades of experience and a wide range of expertise.

As a near lifelong member of the Washington area, Keith has been active in the community in many ways. Previously he served on the Board of the Four Rivers YMCA, and negotiated a merger between The Bridge Lutheran Church and Faith Lutheran Church, where he and his family are members of the newly formed Bridge to Faith Lutheran. He is a member of the Coast Guard Auxiliary and the American Legion.  

Keith and his wife Rachel reside between Washington and New Haven and have two beautiful children. With family and friends, he enjoys playing golf, fishing, card games and weekend trips.

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With over 25 years of experience in the finance world, Andy Beckerman brings extensive knowledge and a “putting the customer first” style that sets him apart. Andy can assist in everything from retirement planning, education planning, estate planning strategies, and beyond. The question that drives him is, “How can I help people make better decisions in their life?”

Andy began his career at A.G. Edwards a predecessor firm of Wells Fargo Advisors in St. Louis. In 2001, after a few years of commuting and missing time with his young family, Andy moved his career to his community of Washington, Missouri. There he still serves many of the same clients and their family members. Andy was fortunate enough to be taken under the wing of Don Means, who taught Andy that success in the business comes from always putting the customer’s needs first.

Andy works in partnership with Jeff Holtmeier, Partner. Along with Katina Heggemann, Senior Registered Client Associate they bring decades of experience servicing the Washington community and surrounding areas.

Andy is a member of the Washington Rotary Club, where he held the role of President from 2012-2013. Currently, he serves as chairman of the Mercy Hospital Foundation. Andy is a parishioner of Our Lady of Lourdes Parish, where he serves as a lector and volunteer.

Andy enjoys spending time with his wife, Lisa, and their two children, Rachael, Rachael’s husband, Andrew, his son, Andrew Jr., Andrew Jr.’s wife Emily, and his two grandchildren. When not with his family, at work, or serving the Washington community, Andy enjoys hunting and golfing and is an avid runner.

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For over a decade, Jeff Holtmeier has been helping people from all walks of life reach their financial goals. From selecting individual investments to developing a retirement plan, Jeff provides partnership and guidance with his industry knowledge and friendly personality. Jeff makes informed investment decisions based on the specific needs of the client.

Jeff started his careering knocking on doors for Edward Jones, and has since advised customers with Missouri Valley Wealth Management and Wells Fargo Advisors. He believes that when you understand your finances, it makes life easier. Jeff’s ultimate goal is to always make life easier for his clients.

Jeff works in partnership with Andy Beckerman, CFP^® - Partner. Along with, Katina Heggemann, Senior Registered Client Associate they bring decades of experience servicing the Washington community and surrounding areas.

His passion for helping people carries through to his personal life. Through his committed service to his family and community, Jeff has worked on the board of Franklin County United Way, Downtown Washington, Missouri Chamber of Commerce, the Washington Public Library Board, Elijah’s Limited, and the St. Francis Borgia Athletic Association. Currently, Jeff is a member of the St. Francis Borgia Parish, Washington Elks, Washington Jaycees, and the Knights of Columbus.

Along with golfing and fishing, Jeff spends his free time with his friends and family, including his wife, Jamie-- staying busy with their two daughters, Penny and Violet.

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Bill Rennick is a Veteran of the Financial Investment Industry with over 22 years of experience as a licensed Investment Officer. Bill is an Accredited Asset Management Specialist^SM and strives to create individualized investment strategies to guide his clients through all kinds of market conditions.

As a former business owner, Bill understands the complex financial issues facing Entrepreneurs, as well as their employees. Whether he is advising a company’s employees with a sponsored retirement plan or putting together a financial strategy for the company’s owner, his breadth of experience in both makes him a valued partner to each.  

Bill is a native of Washington, MO. Outside of the Office he enjoys spending time with his family. He is an accomplished outdoorsman and avid football fan. Bill is a Past President of Washington Lions Club and is an active member of the Community.

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Molded by her alma mater’s motto “Tradition of Excellence”, Julie applies this standard to best serve her clients. The best traditions are long standing, and Julie’s goal is to ensure the tradition of financial success is an attainable milestone across generations.

As a lifelong learner, Julie is able to keep her finger on the pulse of a field that is always changing and adapting. She also understands the importance of implementing the fundamentals of the trade. Julie serves her clients with her ability and desire to use all tools at her disposal to best meet their needs.

Julie has over 11 years of experience in the financial industry. She joined Wells Fargo Advisors in 2017. After joining Wells Fargo Advisors, she immediately got her Series 7 and Series 66 so she could continue to expand her career and better serve her clients. Julie works with Chris Rodgers, CFP^®-Partner.

Julie was born, raised, and currently lives in New Haven, MO with her husband, Austin. They have two children, Natalie and Andrew. Julie’s husband, Austin, is a teacher at the local elementary and middle school, where he also coaches girls’ basketball. She enjoys supporting him and his team each season. When they aren’t running around to basketball games, Julie enjoys spending time with her girlfriends and reading her latest book club book. Julie is also active in her community, the Franklin County Area United Way, and her church, Bethlehem Lutheran.

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Katina works closely with Andy Beckerman, CFP^® - Partner, and Jeff Holtmeier, Partner, in providing outstanding service to clients. Katina strives to put the client first and to help guide them through the operational side of the Financial Industry. Her goal is to make every client feel their situation is important and she has their best interest in mind. 

Katina is a 1989 graduate of Rockhurst University in Kansas City, MO with a bachelor degree in Finance Economics. She has been in the Financial Industry for 33 years and has had her Series 7 and series 66 for 32 years. During those 33 years in the Financial Industry Katina has held various positions which has given her a wide knowledge to help the clients in the best way possible. In 1994 she moved to Marthasville, Mo and started to work for AG Edwards and Sons, in Washington MO, which merged into Wells Fargo Advisors. 

Katina lives in Marthasville, MO with her husband, Joe. She has 3 children, Ben (25), Annie (21) and Sara (20). Ben is in the US Army and Annie and Sara both attend Universities. She enjoys spending time with her family when they come back home but also enjoys traveling to visit them. She enjoys side by side rides with Joe and going out to eat with family and friends.

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Christy enjoys helping clients and wants to provide them with the highest quality customer service possible. She takes pride in her work and feels doing what’s right for the client is a must. She wants every client to know they are important and valued. Christy is a Senior Registered Client Associate, working with Bill Rennick, AAMS^® - Partner to help their clients achieve their goals one step at a time.

Christy has been in the financial industry for 36 years. She started out in banking in 1986 and joined A G Edwards & Sons, Inc. in September 1997, which is now Wells Fargo Advisors. Christy started as a wire operator and an assistant to various brokers. In 2008 she got her Series 7 & 66 registrations, which has given her an opportunity to better assist her FA and their clients.

Christy lives in Marthasville, MO with her husband, Kevin and they were blessed with 3 children, Katie (24), Ryan (21) and Lauren (19). Christy and her family attend St Ignatius Catholic Church in Concord Hill, MO. In her spare time she enjoys spending time with her family and friends, volunteering, crocheting, quilting, and learning more about her family tree.

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Nichole graduated from Missouri State University in 2021 with a bachelor’s degree in Finance, Summa Cum Laude. Since graduating, Nichole has passed her Series 7 and Series 66 and holds her annuity and life insurance licenses as well.

She has been in the financial industry for 4 years. She started her career in banking in 2018 and transitioned into the investment world in 2020. Starting with an internship and throughout college, she worked at Money Concepts Capital Corp. Upon graduation, she accepted a full-time position. In 2022, she joined the Finteris Wealth Management team working closely with Chris Rodgers, CFP^® - Partner, Keith Wallis, AAMS^® - Partner, and Julie Peirick, Financial Consultant. She is a Registered Client Associate, where she assists clients with their account needs. She strives to give clients the best experience possible and knows that the client’s needs come first.

Nichole lives in Washington, MO. She enjoys hanging with her family and friends and playing with her dog, Copper. She is a sports fanatic and enjoys spending time on the golf course.

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Dale was born and raised in St. Louis and in 2005 he and his family moved to Lake of the Ozarks.  Dale and his wife Tammy and their son Nicholas have made Lake of the Ozarks their home ever since.  As Chief Operating Officer for Finteris Wealth Management, Dale utilizes his 27 years of industry experience to ensure that all operations at the company run smoothly and efficiently. 

Prior to joining Finteris Wealth Management, Dale held several roles in the industry, including 11 years with Wells Fargo Advisors as a Governance Manager and 7 years as a Financial Advisor.  Drawing upon his past experience, Dale is able to assist our branch associates and clients with complex and unusual circumstances and ensure a pleasant client experience.

In their spare time, Dale and his family enjoy spending time boating at Lake of the Ozarks with family and friends.  They also enjoy traveling to tropical locations and scuba diving new and exciting places. 

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Monica is responsible for various clerical and operational needs of the office. She helps to create a welcoming office environment by greeting clients and visitors as they walk in the door. She is dedicated to providing excellent assistance to each and every client.

Monica brings over 15 years of administrative assistant experience within both healthcare and hospitality. She is committed to putting our client’s needs first and ensuring privacy and confidentiality.

Monica grew up on a farm in Washington, Missouri with her parents and three siblings. She graduated from St. Francis Borgia High School before obtaining an Associate’s Degree from East Central College.

Monica loves spending her free time with her family, especially her two young nieces. She also enjoys reading, cooking, photography and being outdoors.

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