Finteris Wealth Management
  • Home
  • Finteris Locations
    • Finteris - Jefferson City
    • Finteris - Springfield
    • Finteris - Washington
  • Our Company
  • Our Process
  • Our Community
  • For Advisors
  • Access Your Account
  • Contact Us

About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Christine “Chris” Rodgers

Christine “Chris” Rodgers

  • CFP
  • Partner
Christine “Chris” Rodgers

Christine “Chris” Rodgers

  • CFP
  • Partner
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."
CAR 1022-04100

Contact

  • Send a Message
  • 636.239.7771
Keith R. Wallis Jr.

Keith R. Wallis Jr.

  • AAMS
  • Partner
Keith R. Wallis Jr.

Keith R. Wallis Jr.

  • AAMS
  • Partner
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.
CAR 0922-00998

Contact

  • Send a Message
  • 636.239.7771
Andy Beckerman

Andy Beckerman

  • MBA
  • CFP
  • Partner
Andy Beckerman

Andy Beckerman

  • MBA
  • CFP
  • Partner
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.
CAR 0922-01204

Contact

  • Send a Message
  • 636.239.7771
Jeff Holtmeier

Jeff Holtmeier

    • Partner
    Jeff Holtmeier

    Jeff Holtmeier

      • Partner
      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.
      CAR 0922-01204

      Contact

      • Send a Message
      • 636.239.7771
      Bill Rennick

      Bill Rennick

      • AAMS
      • Partner
      Bill Rennick

      Bill Rennick

      • AAMS
      • Partner
      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 SpecialistSM 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.
      CAR 0922-00998

      Contact

      • Send a Message
      • 636.239.7771
      Julie M. Peirick

      Julie M. Peirick

        • Financial Consultant
        Julie M. Peirick

        Julie M. Peirick

          • Financial Consultant
          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.
          CAR-1222-00963

          Contact

          • Send a Message
          • 636.239.7771
          Katina Heggemann

          Katina Heggemann

            • Senior Registered Client Associate
            Katina Heggemann

            Katina Heggemann

              • Senior Registered Client Associate
              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.
              CAR 0922-00998

              Contact

              • Send a Message
              • 636.239.7771
              Christy Engemann

              Christy Engemann

                • Senior Registered Client Associate
                Christy Engemann

                Christy Engemann

                  • Senior Registered Client Associate
                  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.
                  CAR 0922-00998

                  Contact

                  • Send a Message
                  • 636.239.7771
                  Monica E. Haberberger

                  Monica E. Haberberger

                    • Branch Administrative Associate
                    Monica E. Haberberger

                    Monica E. Haberberger

                      • Branch Administrative Associate
                      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.
                      CAR 0922-00998

                      Contact

                      • Send a Message
                      • 636.239.7771
                      Finteris Wealth Management
                      • 3325 Emerald Lane
                        Suite A
                        Jefferson City, MO 65109
                      • 573.636.7661
                        Send a Message
                      • Home
                      • Finteris Locations
                        • Finteris - Jefferson City
                        • Finteris - Springfield
                        • Finteris - Washington
                      • Our Company
                      • Our Process
                      • Our Community
                      • For Advisors
                      • Access Your Account
                      • Contact Us

                      Investment and Insurance Products are:

                      • Not Insured by the FDIC or Any Federal Government Agency
                      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                      This information is intended for use only by residents of (AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

                      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

                      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

                      A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                      • Site Map
                      • Privacy Policy
                      • Legal
                      • Security
                      • Notice of Data Collection

                      © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

                      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

                      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

                      Important notice: You are leaving the Wells Fargo website

                      PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.