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 and Keith Wallis, AAMS®-Partner to help their clients achieve their goals one step at a time.

Christy has been in the financial industry for 39 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 & 2009 the Series 66 registration, which has given her an opportunity to better assist her FAs and their clients.

Christy lives in Marthasville, MO with her husband, Kevin and they were blessed with 3 children, Katie, Ryan, and Lauren. 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.

As the 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.

Instilled with family values and a strong work ethic, Chris’s journey to CFP started home grown. Inspired along the way by professional mentors and founded by her faith, Chris has never stopped learning and growing in an industry where only 11% were female.

Chris started at A.G. Edwards & Sons in Washington, MO while attending college. In that time, she completed two bachelor’s degrees. One in 1986, from University of Missouri Columbia in Finance and the second in 1994 from Maryville University, St Louis in Accounting. In 2007, Chris earned the professional certification of Certified Financial Planner TM, CFP®. 

After 26 years in the industry, and 10 years as branch manager - Chris is excited to be partnering with Finteris Wealth Management.  Chris and her team deliver personalized, comprehensive investment planning services specific to your needs. 

Chris and her husband Tom have been married for 39 years, have two married children, and 4 grandchildren – all of which are the center of their lives. Chris belongs to PEO, Chapter NA, and is involved in the Franklin County Area United Way. She is a member at Assumption Parish in New Haven and also attends Our Lady of the Lake in Lake Ozark.

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."

As a Partner and Financial Advisor at Finteris Wealth Management, Keith Wallis is driven to surpass his clients’ expectations of what it means to work with a wealth planner. A lifelong member of the Washington/Augusta area, Keith finds true joy in providing decisive advice backed by deep research to lift up those who live and work in his community. Those who work with Keith come to find an empathetic, knowledgeable partner who takes time to get to know their situation on a deeper level while connecting near and long-term goals in a way that’s easy to understand.

Keith first developed his leadership-driven approach to client service during his time as a Quartermaster serving the Pacific Fleet in the US Naval Reserves. After refining his client-first mentality and analytical proficiencies at Buescher Frankenberg & Associates and Wells Fargo Advisors, he became a lifetime stakeholder in the success of Finteris’s clients as a Partner with the organization. Keith backs this all up with degrees in both Political Science and Economics from the University of Missouri – St. Louis, as well as the Accredited Asset Management Specialist® designation.

In addition to donating to St. Jude’s, Keith gives back to his community through his work in the US Coast Guard Auxiliary. The only thing more important to Keith than being a good steward to his clients is being a devoted husband to his wife Rachel and a good Dad to their kids Brooklynn and Benjamin. As a family, they enjoy playing games, taking weekend trips, and worshiping at Bridge to Faith Lutheran. When he does get some free time, you’ll find him diving into stories about American History, watching NBA basketball, or getting some essential outdoor-time on the links.

With over 30 years of experience in the finance world, Andy Beckerman brings extensive knowledge and a “putting the customer first” style that he believes sets him apart. Andy can assist in everything from retirement planning, education planning, estate investment planning, 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 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 Senior Registered Client Associate, Katina Heggemann, 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. He has served on the board of the Mercy Hospital Foundation, and he is currently on the board of St. Francis Borgia High School. 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 three children, Rachael, Rachael’s husband, Andrew, his son, Andrew Jr., Andrew Jr.’s wife Emily, and his three grandchildren. When not with his family, at work, or serving the Washington community, Andy enjoys hunting and golfing and is an avid runner. 

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. Along with Senior Registered Client Associate, Katina Heggemann, 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.

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 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.

Julie 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 help 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 implanting the fundamentals of the trade. Julie serves her clients with her ability and desire to pull from all ends of the financial spectrum to best meet their needs.

Julie has over 13 years of experience in the financial industry. She started at Peoples Savings Bank while in college, before joining Wells Fargo Advisors seven years ago, and Wells Fargo Advisors Financial Network two years ago. After joining Wells Fargo Advisors, she immediately got her Series 7 and Series 66 so she could continue to expand her career in the financial industry. 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 is a Senior Register Client Associate that works closely with Andy Beckerman and Jeff Holtmeier 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.

Nichole Brinker 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 securities registrations and holds her annuity and life insurance licenses as well.

She has been in the financial industry for 6 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 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.

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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