Modern+Dollar+Team

Andrew Mohrmann, CFP®, MBA

Founder/SeNior Financial Planner

Andrew launched Modern Dollar in 2015 after spending several years with two of St. Louis’ largest independent wealth advisory firms. He’s a third generation entrepreneur and knew early in his working career that he would eventually need try his hand as a business owner.

He graduated in 2008 with Magna Cum Laude honors from the University of Missouri where he studied Personal Financial Planning. He earned the CFP® designation in 2013. In that same year, he also finalized his work toward an MBA from Washington University’s Olin Business School.

Andrew is a huge hockey fan and still plays a few times a week. His wife Caroline works for Washington University at St. Louis Children’s hospital as a nurse practitioner in the hematology/oncology division. She earned her PhD in 2017 and has been spending more time in pediatric cancer research of late. Their daughter Vera, like Modern Dollar, was born in 2015.

Andrew+Mohrmann

Mark Schweiss  CFP®, CPA, CFA

Partner / Senior Financial Planner

DSC_0090-2.jpg

Mark Schweiss CFP®, CPA, CFA joined Modern Dollar in late 2017. After spending nearly a decade as an employee advisor, Mark had plans to start a practice from scratch. While discussing those plans with a friend, he learned that he and Andrew had a similar vision for the type of firms they wanted to build. He and Andrew met and “dated” for several months discussing their beliefs about planning, ideals for culture, standards for client service and career plans. With much in alignment, the two decided to join forces as partners.

Mark brings almost 20 years of financial planning experience to Modern Dollar. He started his career as a CPA for about 10 years, so in addition to his planning & investment knowledge, he provides a lot value to our clients through tax planning.
 
He’s a native of Minnesota, but since coming to St. Louis 10 years ago, has become a big Cardinals fan and still plays competitive baseball in Forest Park. He and his wife Lisa live in the Central West End, love to travel and have a 3-year-old granddaughter who keeps them young.
 
Mark is a consummate learner (as evidenced by his alphabet soup of credentials), pays very close attention to detail and has made a huge impact in our planning process.  

5 Reasons Millennials Don't Trust Financial Planners

5 Reasons Millennials Don't Trust Financial Planners

The Difference Between Good and Great Advisors

The Difference Between Good and Great Advisors

Why Millennials Are Shunning Traditional Financial Tools

Why Millennials Are Shunning Traditional Financial Tools

4 Things High-Net-Worth Millennials Want

4 Things High-Net-Worth Millennials Want

XY Planning Network Guest Contributions

XY Planning Network Guest Contributions

If 'Robo Advisors' Are So Good at Finance, Why Don't Rich People Use Them?

If 'Robo Advisors' Are So Good at Finance, Why Don't Rich People Use Them?

Financial Safety Nets for Single Moms

Financial Safety Nets for Single Moms

5 Reasons Millennials Don't Trust Financial Planners

5 Reasons Millennials Don't Trust Financial Planners

What to Do With an Extra $1,000

What to Do With an Extra $1,000

10 Best and Worst Things to Do When Looking for a Place to Retire

10 Best and Worst Things to Do When Looking for a Place to Retire

Practical Advice For Those Facing Bankruptcy, From Someone Who Has Been There

Practical Advice For Those Facing Bankruptcy, From Someone Who Has Been There

What to Do With an Extra $1,000

What to Do With an Extra $1,000