Meet the Team

We are proud to have fostered a culture that values teamwork, collaboration, integrity and most of all, financial planning. Every client is supported by our entire team as you are not a client of any one Financial Planner, you are a client of Modern Dollar Planning.

Credentials matter to us! It’s our commitment to our clients and to the profession. Our team is comprised of financial professionals who have earned their CFP®, MBA, CFA and CPA designations. We are focused on building deep and lasting client relationships and, as Fee-Only Fiduciaries, we want you to be confident that we always operate with your best interest in mind.

MARK SCHWEISS  CFP®, CFA, CPA

OWNER / SENIOR FINANCIAL PLANNER

Mark has been the owner of Modern Dollar Planning since 2017. Mark began his professional career working for a regional CPA Firm where he was an auditor and tax preparer. After working as a CPA for ten years, Mark decided to make a career change. He sat for and passed the Certified Financial Planning (CFP) exam and embarked on his financial advisory career.

Throughout his 20+ year financial planning career, Mark has assisted clients of all ages and income levels with their financial needs and has guided them through all kinds of markets. In 2017, Mark decided to finally break out on his own versus being an employee and he bought Modern Dollar Planning and moved the Company to its current location in St. Louis’ Lafayette Square neighborhood.

He was born and raised in Minnesota, but since moving to St. Louis in 2007, has become a huge Cardinals fan (he got married on home plate at Busch Stadium!) as his summer passion has always been playing and watching baseball. He and his wife, Lisa, live in the Central West End, they love to bike and travel and they have two grown children and two grandchildren.

Mark is a consummate learner, pays very close attention to detail and loves to assist clients with setting and achieving their financial goals by using Modern Dollar’s tried and true financial planning process.

KRISTA PROEMSEY  FPqp™

ASSOCIATE FINANCIAL PLANNER

Krista Proemsey is an Associate Financial Planner with Modern Dollar Planning. She joined the firm in 2023 and has 9+ years of experience in the financial planning industry.

Krista most recently worked at a local investment advisory firm in a Client Service role where she developed an interest in financial planning with a particular emphasis in data gathering and creating financial plans.  Her passion for assisting clients with their finances in this capacity motivated her to obtain the Financial Paraplanner Qualified Professional (FPQP™) designation in July 2019.

As a native St. Louisan, who has also worked 25+ years in the healthcare industry, Krista has continued to apply all the skills and knowledge she has learned from her professional experiences to build and maintain strong relationships with the clients she serves.  In Krista’s words, “Two important aspects of life are your health and your finances. Take care of both and they will take care of you!” 

In her spare time Krista enjoys spending time outdoors with her Labradoodle and Goldendoodle. Krista also enjoys spending time with friends and family, which include her daughter, Baylee, and son-in-law, Carson, along with her two young grandkids, Addy and Daxton.   Krista and her fiancée, Drew, just got engaged and are now in full wedding planning mode!