As Founding and Managing Partner, Tim leads a team that advises clients on all aspects of their wealth management plan. He has over 25 years of personal experience in wealth management services. Tim specializes in comprehensive wealth management by developing and implementing advanced planning and investment strategies for accredited individual investors, foundations and endowments.
Additionally, he provides institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants.
Tim is a graduate of Emporia State University with a degree in Business where he majored in Finance and minored in Accounting. Tim, his wife Sandee, and their children Collin and Tanner, reside in Hays, Kansas.
Jeff is a Partner and Senior Wealth Manager. Jeff specializes in designing and implementing strategies to assist clients in accumulating assets for retirement as well as advising those clients in their retirement years. Jeff also specializes in advising companies on their employer-sponsored retirement plans and educating the participants in those plans.
Prior to joining Werth Wealth Management, LLC in 2001, Jeff spent eight years in the public accounting profession providing tax and planning services as a CPA for a wide variety of clients.* He is a graduate of Fort Hays State University. Jeff, his wife, Marcia and children, Austin, Karee and Katie reside in Hays, Kansas.
*Raymond James does not provide tax advice
As a Wealth Manager, Darci is committed to providing and implementing solutions to the ongoing investment objectives of our firm’s clients. She works primarily with individuals, businesses and endowments to create overall financial stability. Her experience includes planning and implementing retirement and income strategies as well as providing investment solutions to build and protect wealth for farm and business owners.
Prior to joining Werth Wealth Management in 2015, Darci has been in the financial services industry for nearly 20 years where she worked in the banking industry as a Vice President and Trust officer. In addition she spent seven years dedicated to higher education and charitable philanthropy at Kansas State University Foundation.
Darci is a graduate of Tabor College with a Bachelor's Degree where she majored in Business Administration with an emphasis in Economics and a Bachelor’s Degree in Office Administration. She is also a Certified Trust and Financial Officer.
Darci currently serves on the CASA of the High-Plains board, a Hays Chamber Ambassador, and a volunteer pianist for local senior communities. She currently resides in Ellis with husband Brent and son Tegan.
As an industry veteran, Ralph has been involved in the financial services industry since 1965. His career path has covered 17 years as a principal and manager of two regional full service brokerage firms. Ralph serves as a consultant to Werth Wealth Management and is not affiliated with Raymond James Financial Services.
Cheri is a graduate of Fort Hays State University with degrees in Finance and Accounting. Cheri joined Werth Wealth Management, LLC in 2001 and became a registered associate in 2011. Her primary focus is performance reporting and reconciliation. Additionally, she assists in the firm’s investment and economic research, as well as management of our clients’ online access. Cheri also handles the reconciliation of data into our portfolio management system, manages the quarterly client reporting process, and maintains cost basis information for our clients. Her thorough decision making and systematic approach are valuable qualities in the various roles she plays. Cheri, her husband Heath, and their son Tate and daughter Shelby, reside in Catherine, Kansas.
Natasha is a native of the Hays area, born and raised in Victoria, Kansas. Her expertise in client relations, managing the business calendar as well as coordinating calls with team members are valuable assets to the firm. Natasha is responsible for client meeting management and managing the processing of different types of account activity including deposits and withdrawals. Natasha, her husband Cory, their son Peyton and daughters Macy and Mia, reside in Victoria, Kansas.
Lori is a graduate of Fort Hays State University with a Bachelor's Degree in Office Administration. Her attention to detail and in-depth knowledge is essential for preparing our comprehensive client reports and client updates. Lori has mastered the skills of monitoring and reporting which makes her a significant asset to our firm. She is also responsible for assisting our clients with the processing of their Required Minimum Distributions and tracking pending transfers and rollovers for completion. Lori, her husband Travis, and their children Lindsey and Tessa, reside in Hays, Kansas.
Jacque is a graduate of Colorado Technical University with a Bachelor's Degree where she majored in Business Management. Jacque is responsible for client service, account set-up and maintenance, and client meeting management. She is also responsible for assisting with the firm’s compliance and marketing development activities.
Prior to joining Werth Wealth Management, LLC in September of 2013, Jacque worked in the banking industry as a Compliance Officer and provided business development in marketing and operations. Jacque is an avid cook and loves to bake. Jacque and her husband Jon reside in Hays, Kansas.
As Research Assistant in our Overland Park office, Preston plays a vital role in our research department to assist in the development and analysis of the investment portfolios for our firm’s clients. His main focus is researching publicly traded equities in the energy, industrial, material and financial industry to assist our firm in the preservation of well managed portfolios and highlight potential investment opportunities.
Preston is a graduate of the University of Chicago where he earned a B.A. in Economics. During his undergraduate studies, he completed coursework in modern portfolio theory and options pricing theory at the Chicago Booth School of Business and London School of Economics and Political Science. Upon graduation, he worked for a management consulting firm as a strategy analyst in the financial services industry.
Originally from Hays, he enjoys spending time with family and reading. Preston is an avid Kansas City Chiefs fan and resides in Overland Park, KS.