The M of MSMF: Thomas F. Mengel, CLU, ChFC, MSFS
Thomas Mengel is a founding partner of MSMF. His dedication to the outstanding service of his clients began over 30 years ago and is truly the foundation that MSMF’s reputation of excellence has been built upon. Tom assists his clients using his experience on matters including portfolio management and family wealth planning. Tom also works with St. Louis representatives to help ensure their professional development in the field of financial and investment services.
Tom holds his Bachelor’s Degree in Economics from the University of Missouri-Rolla. He is a Chartered Financial Consultant, a Chartered Life Underwriter, and a member of the Society of Financial Service Professionals. Tom also has a Masters of Science in Financial Services. Prior to joining Cetera Financial Group, Tom was affiliated with the career agency of a major St. Louis insurance company, where he maintained his personal planning practice and was a part of senior agency management.
Email Tom at Thomas.email@example.com
The S of MSMF: Charles D. Surdyke, CFP®
Charles Surdyke is one of the founding partners of MSMF. His innovative and academic approach to client relationships is what has reinforced MSMF’s track record of success over the last twenty-two years. Chuck specializes in the areas of retirement income strategies, portfolio management, wealth preservation, and integrated estate and asset protection strategies. He routinely speaks at industry events for tax professionals regarding the opportunities that exist in the financial services marketplace and is responsible for managing the growth of Financial Advisors with the Missouri Regional Office of Cetera Financial Specialists.
Chuck is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association. He received his master Renaissance Advisor designation from the Charitable and Trust Planning Program of Renaissance Financial. Prior to joining Cetera Financial Specialists, Chuck was affiliated with the career agency of Phoenix Home Life where he maintained his personal practice.
Email Chuck at Charles.firstname.lastname@example.org
The M of MSMF: Thomas G. Murphy
Thomas Murphy has been an integral part of the MSMF team since 2005. Tom is the managing partner of Sonus by MSMF, the employee benefit affiliate of MSMF. For more information on Sonus by MSMF, click here.
Tom holds a Bachelor of Science in Organizational and Business Communication from Missouri State University. Upon graduation in 1986, Tom started his insurance career as a group insurance wholesaler. He soon advanced to hold the position of Regional Vice President with a major insurance company and managed as many as 11 regional sales offices throughout the Midwest . In 2002, He made the transition to the Employee Benefit Consulting side and was a partner at one of the largest independent benefit insurance brokerage firms in the St. Louis area. Tom is Past-President of the St. Louis Association of Health Underwriters and a past officer of the Missouri Association of Health Underwriters. Tom sits on numerous professional and charitable boards and routinely speaks to professional associations and employer groups on topics that relate to investments.
Email Tom at Thomas.email@example.com
The F of MSMF: Mark G. Finke, MBA, CFP®
Mark Finke joined MSMF in 1995 and is a guiding force in the company’s devotion to enjoyable and successful client partnerships. He capitalizes on his twenty years of experience in corporate finance and personal financial services to aid his clients in a way that truly meets their needs. He has recognized experience with investment strategies, retirement plan distributions, and retirement transition planning. Mark has been a featured speaker and interviewed at the local and national level for organizations such as the Missouri Society of CPAs and Investment Advisor Magazine. In addition, Mark was contributing author for the book “The Intelligent Guide to Your Financial Future.”
Mark holds his Master’s Degree in Business Administration from the Olin School of Business at Washington University in St. Louis. He is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association. Mark is also a member of Ed Slott’s Master Elite IRA Advisor Group ™. Prior to joining Cetera Financial Group, Mark was affiliated with the career agency of Phoenix Home Life where he maintained his personal practice before joining MSMF.
Email Mark at Mark.firstname.lastname@example.org