Stewart T. Werner serves as a Managing Director of the firm, bringing extensive experience in financial planning and wealth management. A proud graduate of Texas Tech University and a CERTIFIED FINANCIAL PLANNER® professional, Stewart joined PlanWell in January 2025 after building his career at Charles Schwab, where he worked closely with high-net-worth and ultra-high-net-worth individuals and families.
Stewart specializes in developing personalized financial strategies that help clients grow, preserve, and efficiently transfer wealth. A central focus of his practice is tax optimization, helping clients identify opportunities to reduce lifetime tax liability through proactive planning. His work regularly incorporates retirement income planning, Roth conversion analysis, charitable giving strategies, tax-aware portfolio management, and multi-generational wealth transfer planning. Stewart is guided by a simple philosophy: "It's not what you make, it's what you get to keep."
While much of his career has been dedicated to advising individuals and families with significant wealth, Stewart is equally passionate about helping professionals, business owners, and entrepreneurs build strong financial foundations. He enjoys helping clients navigate complex financial decisions, providing proactive guidance and thoughtful planning to help them avoid common pitfalls and stay focused on their long-term goals.
Outside the office, Stewart values time spent with his wife, Kelsey, their daughter, Hannah, their son, Hayes, and their beloved French bulldog, Chunk. An avid outdoorsman and Eagle Scout, he enjoys hunting, fishing, and sharing those passions with family and close friends. Stewart is also a dedicated supporter of Texas Tech Athletics and rarely misses an opportunity to cheer on the Red Raiders.