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

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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.  

Monica Stein

Financial Planning Associate

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As 2018 drew to a close, we were thrilled to have Monica join Modern Dollar as a Financial Planning Associate.  Monica and her husband Robert are parents to 4 children. After taking time away from working outside the home to raise her kids, she studied at McKendree University and graduated with a BBA in Accounting, Summa Cum Laude in 2017.  She went on to work in public accounting, complete the CPA exam and is awaiting licensure.  We are confident that her capacity to learn the industry, attention to detail and­­­ innate ability to connect with people will be valuable to our team and our clients.

She is from the great state of Alaska but left as a young adult to join the United States Air Force.  She and Robert (a 22-year Air Force veteran), moved frequently over the years to meet the needs of the military, but finally settled in O’Fallon, IL in 2012.

Monica is a CrossFit athlete and competes often in local events.  In her spare time, you will likely find her in her kitchen or around the dining room table with friends and family.

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