Tutschulte Financial Planning Group Photo

Clockwise from top left: Herman Johansen, Ben Tutschulte, Mark Dormire, Ellen Kessler, -- , Megan Kinworthy

At Tutschulte Financial Planning we offer a unique approach to investing for individuals committed to planning their financial future, families and small businesses. Since 2001 we have a proud history of providing personalized, independent financial advice and guidance to our clients.

Ben Tutschulte
Certified Financial Planner (CFP®)

President, Investment Advisor Representative

Ben Tutschulte is dedicated to meeting each client's individual financial needs. He has a passion for helping people achieve and exceed their financial goals, all while providing education to empower them in future endeavors. In each client meeting Ben focuses on the three tenets of our Mission Statement, which are:

Thorough Education      Objective Advice      Exceptional Service

In his spare time, Ben enjoys spending quality time with his wife Christie, and daughters Ava, Ella, Grace, and Harper. Being a Dad to 4 girls is not a job to be taken lightly! When he is not working or spending time with his princesses, Ben’s hobbies include fishing, reading, BBQ, gardening and running. Ben and his family attend The Crossing Church in Chesterfield, MO.

Education and Professional Certifications

  • Missouri State University, B.S. in Communications
  • Boston Institute of Finance, CFP® Certification Education
  • Has been a practicing CFP® certificant since 2007
  • Registered Principal and numerous securities registrations including the series 6, 7, 24, 26, 63 and 65
  • Member of the Financial Planning Association (FPA) of St. Louis and Financial Services Institute (FSI)

Areas of Practice

  • Retirement Planning
  • Financial Planning
  • Wealth Management

Mark Dormire
Certified Funds Specialist (CFS®)

Vice President, Investment Advisor Representative

Mark prides himself in having a personal relationship with his clients. He brings the knowledge and objectivity that individuals need in order to accomplish their most important financial objectives. Mark is currently expanding his knowledge of the business by working toward the completion of the CFP® Certification Education through the College for Financial Planning.

On Memorial Day in 2015 Mark and his wife, Amy Beth were blessed to welcome the birth of their first child, Alden. Mark keeps busy helping Alden with exercises to strengthen his arm for eventual baseball tryouts... In his spare time Mark enjoys golfing, running, fishing, deer and mushroom hunting, and going to Busch Stadium to watch the Cardinals. He is a member of First Baptist Church St. Charles, and is a Deacon, Sunday School teacher, and a former Chairman of the Finance Committee.

Education and Professional Certifications

  • Southern Illinois University Carbondale, B.S. in Finance with a Specialization in Investments
  • Certified Funds Specialist® designation through the Institute of Business & Finance since 2010
  • Numerous securities registrations including the series 6, 7, 26, 63 and 65

Areas of Practice

  • Retirement Planning
  • Financial Planning
  • Wealth Management

Herman Johansen
Chartered Financial Consultant (ChFC®)

Investment Advisor Representative
Herman Johansen photo

In April 2015, Herman merged his practice, The Johansen Group, into Tutschulte Financial Planning. Herman entered the financial services industry in 1980 after graduating from Missouri State University. His business was based in Springfield, MO, until he relocated to Kansas City in 2003. In the fall of 2012 he moved to Los Angeles to be close to his son and his daughter and her family. Herman is humbled to have been an advisor for many of his clients for nearly three decades.

Over the years he has been an active supporter of A Sporting Chance, the MS Foundation, Angel Flight Central and many other charities. Herman is an avid hiker (having scaled many of Colorado's "Fourteeners"), loves travel and spending time with his family (especially his granddaughter!). He is also a professional actor, writer, and director.

Education and Professional Certifications

  • Missouri State University, BFA Theatre, emphasis in acting
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter (CLU)
  • Investment Adviser Representative
  • Numerous securities registrations including the series 6, 7, and 63

Areas of Practice

  • Retirement Planning
  • Financial Planning
  • Wealth Management

Megan Kinworthy

Service Specialist
Megan Kinworthy photo

Megan started working as a Registered Representative with Woodbury Financial Services over 10 years ago. Prior to joining Tutschulte Financial Planning, she spent several years working as the Customer Service Representative on all of the house accounts in Missouri, Illinois, and Kansas. As a Service Specialist, Megan provides client support and assists with client review preparation and follow up. She handles new accounts and outstanding client requests to make sure they are taken care of in a professional and timely manner.

Megan and her husband Mike have two daughters and a son who are the biggest joy in their lives. In her spare time, Megan enjoys gardening, photography, reading and volunteering in the various activities in which her daughters participate.

Megan is not registered with Woodbury Financial Services.

Ellen Kessler

Service Specialist
photo

Ellen works with Tutschulte Financial Planning helping the partners serve their clients professionally. She attended Tulane University and Drake University graduating with a Bachelor of Arts Degree. Before Ellen joined TFP, she retired from a 20 year career at the Greater St. Louis Dental Society, where she served as Executive Director the last eight years. As a Service Specialist, Ellen provides client support and assists with client review preparation and follow up. She handles new accounts and outstanding client requests to make sure they are taken care of in a professional and timely manner.

She and her husband have two grown daughters who are the love of their lives. In her spare time, Ellen enjoys reading, traveling, and spending time with her family and friends.

Ellen is not registered with Woodbury Financial Services.

Working Together

With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.

Team of Experts

We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.

We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.

It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.

Comprehensive-Approach

In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:

Wealth Enhancement

This process can be key to creating and maintaining your financial comfort. It can include:

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal savings
  • Simplifying your financial life
  • Education funding

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

Wealth and Income Protection

We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.

Retirement Plans

We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance you deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.