TIM WERTHFounding Partner, Werth Wealth Management & Financial Advisor, RJFS
Phone: (785) 628-1712
As Founding and Managing Partner at Werth Wealth Management, 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, Werth Wealth Management and Financial Advisor, RJFS, 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
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 practices’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.
Jenna is a native of the Hays area and a 2012 graduate of Fort Hays State University with degrees in Finance and Management. Upon graduation, Jenna furthered her expertise and knowledge in Pierre, South Dakota where she became a licensed assistant and received her Financial Para-planner Qualified Professional designation in 2016.
In 2017, our team was pleased to acquire her talents when her family relocated to the area. As a financial advisor, she assists with client inquiries and provides multi-faceted operational assistance with form preparation, maintenance and processing of daily activities. Her easy smile and warm personality have complimented her approach of service orientation.
Jenna is currently on the board of the FHSU Robbins College of Business and Entrepreneurship Dean’s Executive Advisory Board and enjoys spending time with her family on the farm, cooking and reading. She resides outside of Gorham with her husband, Andrew and children Gentry and Braxton.
CHERI DORZWEILERDirector of Financial Administration Werth Wealth Management
Phone: (785) 628-1712
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 group’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.
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.
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 practice. 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.
As a Financial Advisor in our Leawood, KS office, Gus is part of a team that is well positioned to enhance service to clients located in eastern Kansas. Prior to joining Werth Wealth Management in 2018, he worked in the insurance industry expanding his financial service skills. Gus also became a licensed associate and obtained his Accredited Asset Management Specialist designation in 2018.
He finds great fulfillment in providing clients with straightforward and effective strategies to ultimately help them achieve their financial objectives. Gus is particularly passionate about helping young professionals and families begin their financial journeys with confidence.
Originally from Hays, Gus is a graduate of Kansas State University where he earned a B.S. in Business Administration while majoring in Finance. He enjoys reading, cheering on his alma mater, and spending time with his wife Kelsey and family located in Manhattan and Hays.
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 practice. 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.
Andrew is a graduate of Fort Hays State University where he earned a Bachelor’s Degree majoring in Finance. He joined the team at Werth Wealth Management while attending FHSU. Upon graduation he joined the practice full-time, and he became a licensed associate and obtained his Accredited Asset Management Specialist designation in 2018.
Andrew is part of a team that works with individuals, families, and business owners to identify goals, plan for the unknown, and monitor that plan on an ongoing basis. In his role as a Financial Advisor, he helps clients develop and implement a plan that meets their short-term needs and achieves their long-term goals.
Having grown up in Western Kansas, he enjoys spending time outdoors, working with his hands, and spending time with his family. Andrew and his wife Emalee reside in Hays, Kansas.
As Director of Research, Preston plays a vital role in structuring investment portfolios and option strategies for our group’s clients. Influenced by the value investing conventions of Benjamin Graham, Preston studies the financial characteristics of publicly-traded companies in an effort to identify attractive investment opportunities that fit our value-oriented investment philosophy.
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 Option Pricing Theory at the London School of Economics and Political Science. Having successfully completed all three levels of the CFA examination, Preston expects to receive the CFA designation in September of 2019 after satisfying his work experience requirements.
Originally from Hays, he enjoys spending time with family and reading. Preston is a hopeless optimist about the Kansas City Chiefs and resides in Overland Park, KS.
Raymond James is not affiliated with and does not endorse the " FHSU Robbins College of Business and Entrepreneurship Dean's Executive Advisor Board