Business Directory

Craig Toberman, CFA, CPA, CFP® is a Partner at Toberman Becker Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.

Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).

Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, and InvestmentNews.

Craig lives in the greater St. Louis area with his wife, Ally and son, Hank. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden.

Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue.

So Glad You Asked!

Jared Wennstrom here. I'm a bookkeeping professional, but that's only one of many things I am.

First, Some Bona Fides...

• I've completed professional training through Bookkeeper Launch (with certificate)

• I am a certified Associate Digital Bookkeeper (see badge in footer)

• I am a QuickBooks Online Certified ProAdvisor

• My previous work roles include small business ownership, software engineering and laboratory science

Now the More Interesting Stuff...

I am a US Army veteran, and love the outdoors, fishing and camping.

I'm a good cook, and I'm pretty handy around the house.

My wife and I recently moved to Saint Louis, MO from Central Texas. Most of our children (and all our grandchildren) are here. Also, Saint Louis has four seasons; not just "too hot" and "almost too hot".

In the Austin area we owned and ran a successful craft brewpub for almost five years. We loved the craft beer industry, but sold the brewpub for health-related reasons. I couldn't imagine going back to work for anyone else so I began looking for other ways to make a living. Bookkeeping, as it happens, plays to a lot of my strengths!

Why Am I Doing This?

Besides having to pay bills, there are some great reasons I chose this career out of all the ones I considered.

1. I have a unique perspective. I have experience as a small business bookkeeping CLIENT. I know what it's like to work with a bookkeeper. I remember what succeeded for me, and what I would have liked but didn't always get.

2. Bookkeeping is a relationship business. Working to increase your business success is exciting for me!

3. I'm a detail oriented person - ask any of my brewing assistants or medical lab staff! Every professional role I've held has demanded attentiveness, responsibility and persistence. As it turns out, those are huge advantages in bookkeeping - who knew?

If you're searching for help with your books, or want to grow your command of your company's finances, I'd like to help!