Stewart T. Werner serves as a Managing Director of the firm, leveraging over a decade of expertise in financial planning and wealth management. He is dedicated to delivering tailored strategies that help clients optimize their wealth and navigate complex financial landscapes.
Joining the firm in January of 2025, Stewart brings over a decade of experience in financial planning and wealth management to our team. A proud graduate of Texas Tech University and a CERTIFIED FINANCIAL PLANNER® professional, Stewart spent the past 10 years at Charles Schwab, working closely with high-net-worth and ultra-high-net-worth individuals and families. Specializing in personalized financial strategies, his practice has focused on helping clients monetize and grow their wealth while working to optimize their income and portfolios from a tax perspective. Stewart is guided by a longstanding motto: “It’s not what you make, it’s what you get to keep.”
While much of his career has been dedicated to clients who have already accumulated significant wealth, Stewart is equally passionate about advising clients, including professionals and entrepreneurs still in the accumulation phase of life. Helping them navigate the complexities of their financial journeys, offering proactive guidance and planning to avoid common pitfalls that come with demanding schedules.
Outside of work, Stewart values time spent with his wife, Kelsey, their daughter, Hannah, and their beloved French bulldog, Chunk. An avid outdoorsman and Eagle Scout, he enjoys hunting and fishing, and sharing these passions with family and close friends alike. Stewart is also an avid sports fan and a proud supporter of Texas Tech Athletics.