Please read our bios to learn more about us.
Bios
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.
Please read our bios to learn more about us.
Bios
Ben Tutschulte
Certified Financial Planner (CFP®)
Ben Tutschulte is dedicated to meeting each client's individual financial needs. He has a passion for helping people pursue their financial goals, all while providing education to empower them in future endeavors. In each client meeting Ben focuses on these three tenets, thorough education, objective advice, and 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 girls, Ben’s hobbies include travel, fishing and hunting, cooking, reading, 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® Professional 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
- Financial Planning
- Retirement Planning
- College Planning
Mark Dormire
Certified Funds Specialist (CFS®)
Mark prides himself in having a personal relationship with his clients. He brings the experience, knowledge, and objectivity that individuals and families need in order to accomplish their most important financial objectives. His goal is to eliminate any stress or anxiety a family has surrounding money so they can face their financial future with confidence.
Mark is the husband of his college sweetheart and best friend Amy Beth. They moved to St. Louis in 2005, after each graduating from Southern Illinois University Carbondale, so that Mark could be closer to his original 1 st love… the St. Louis Cardinals. In recent years they’ve been blessed with 2 boys Alden and Urban, whom Mark is grooming to love all things sports and outdoors. The Dormire Family loves taking walks outside on the Katy Trail, spending time in the woods hunting deer, turkey, and mushrooms, fishing, golfing and watching the St. Louis Cardinals and St. Louis Blues. Mark and Amy Beth are members of First Baptist Church St. Charles where Mark serves as a Deacon, Bible Study Teacher, and member 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
Megan Kinworthy
Service Specialist
Megan started working as a Registered Representative with Woodbury Financial Services over 15 years ago. Prior to joining Tutschulte Financial Planning, she spent several years working as the Customer Service Representative for all the house accounts in Missouri, Illinois, and Kansas. As our Service Specialist, Megan handles all aspects of the account opening process, helps clients with account service requests, and ensures that business is processed in a timely manner.
In her spare time, Megan enjoys being involved in the various activities in which her two daughters and son participate. She also volunteers as a Court Appointed Special Advocate (CASA) for kids in the foster care system.
Megan is not registered with Woodbury Financial Services.
Ashley Vaughn
Client Experience Specialist
Ashley started working in the financial industry in early 2019. As a Client Experience Specialist, Ashley provides assistance to our client’s requests and acts as a first point of contact for our office.
Ashley and her husband Tony have two active kiddos, Aubrey and Andrew. In her spare time, Ashley enjoys traveling, watching sports, paddle boarding and spending time with her family and friends.
Ashley 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 Professionals
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of professionals, 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 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 professionals working closely together, we seek to increase 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 increase 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 a more secure retirement, both personally and professionally.