James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, with most managed accounts handled on a non-discretionary basis.

Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.