WERNER FINANCIAL GROUP - Key Persons

Chelsa Tiefel

Job Titles:
  • Associate
  • Operations Manager
Chelsa joined Werner Financial Group in autumn of 2016 and is an integral part of the team. As Operations Manager she supervises, administers and manages the firm's day-to-day operations and also assists Chris Werner with other internal finance related business projects. Her education includes a Bachelor of Science in Business Administration, emphasis in Finance from the University of Montana. She is currently working towards obtaining the FINRA Series 7 registration. Her personal interests include spending time with family, gardening, and traveling.

Chris Werner - Managing Director

Job Titles:
  • Associate
  • Managing Director
Chris Werner brings a broad perspective of investment planning and investment management experience to his clients. Chris began his career in finance in 2001, working as an investment advisor with employer sponsored retirement plans and individual families. He truly enjoys working with clients, developing relationships and navigating the fluid financial markets. Chris is a graduate of the University of Oregon where he received a Bachelor of Science in Finance and a Minor in Economics. Chris has also attended the AXA Retirement Planning Specialist Program at Wharton School of Business and attended the AXA Institute for Investment Analysis at Harvard. Chris founded Werner Financial Group to help ensure that clients receive independent, objective investment planning advice, and to foster a firm culture that places clients' needs at the forefront of every decision. Chris and Annica are the proud parents of three children: Wyatt, Holden ad Clara. In his spare time, Chris enjoys running, skiing and spending time with his family.