Our Team

As a Wealth Management Advisor and an Estate and Business Planning Specialist for Northwestern Mutual, Peter Racen is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. He doesn't do it alone; here you will find some of the team who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Purpose

The purpose of Racen Wealth Management is to help our clients achieve a high quality of financial life. Our goal is to honor God through the use of our talents, creating options and choices to guide our clients in making wise decisions.

Mission

Our mission is to develop enduring, multi-generational relationships by providing expert guidance and innovative solutions. Through a foundation of trust, our clients gain increased clarity and confidence while taking steps toward a lifetime of financial security.

Process

By asking challenging questions, we inspire individuals to define, develop, and achieve their goals and dreams. Our team then prepares a comprehensive planning analysis to identify strengths and vulnerabilities. Strategies are implemented using a collaborative advisory team approach, world-class insurance services, and internationally-recognized investment products. We accomplish this utilizing real-world business experience combined with 360-degree wealth management.

Core Values

We act out of our faith and belief to serve others passionately and energetically. These core values guide our actions and are at the root of all our relationships:

  • Honesty & integrity
  • Faith-centered focus
  • Purpose-driven energy
  • Compassion & empathy
  • Excellence
  • Responsibility

 
Peter Racen

Peter Racen, CLU®, ChFC®, CASL®, CFP®, AEP®

Director of Estate & Business Planning
Office 314-744-5270

Peter is a former business owner and successfully sold his family business in 1999. When he owned his company, he did not feel they were receiving good advice on issues such as buy/sell funding, exit planning, estate planning, and key person issues. He decided to join Northwestern Mutual in October 1999 to help other business owners and executives address these and other critical issues to create and grow value in their businesses and their personal wealth. Through his efforts with clients, Peter is a 2019 Forum member, as well as a qualifying member of the Million Dollar Round Table in 2002-2003, and 2006-2019 and Life Member, and Court of the Million Dollar Roundtable 2015-2019. He holds a bachelor of science/bachelor of arts degree in marketing from the University of Missouri – St. Louis. Lifetime residents of St. Louis, Peter and his wife Linda are active members of River City Church, a church plant of Greentree Community Church. They have three grown children, Erica and her husband Brent, Kristin and her husband Kyle, and Ryan, and five grandchildren. Peter is a lifetime member of the Eagle Scout Association and enjoys swimming, scuba diving, and water skiing. He is active with the Planned Giving Committee of the Saint Louis Zoo and the Legacy Council of University of Missouri – St. Louis.

 
Kaye Steck

Kaye Steck

Associate Financial Representative
Office 314-744-5271

Kaye has been working for Peter as an Associate Financial Representative since September 2005. She is a graduate of Missouri State University-Springfield, Mo. and holds a bachelor of science degree in management and marketing. Prior to working for Northwestern Mutual, she worked for State Farm Insurance. She is a native of Washington, Missouri, and currently resides in West County with her husband, Dave. Her husband works in information technology infrastructure for Schnuck's Markets. Kaye is active in St. Joseph Catholic Church. In addition to spending time with her adult twin daughters, family and friends, she enjoys trying new restaurants, scrapbooking, biking and aerobics.

As part of the team, Kaye does the following:

  • Serves as our operations coordinator making sure your questions, concerns and service requests are taken care of with professionalism and courtesy.
  • Expedites owner/beneficiary changes.
  • Expedites the underwriting and policy approval process for all life and disability insurance applications.
 
Kyle F Luetters

Kyle F Luetters, CFP®

Director of Investments and Planning
Office 314-744-5200

Prior to joining the financial services industry, Kyle Luetters spent more than five years in the motorsports industry and nearly two years in e-commerce and customer service management. With experience in marketing, public relations, and office management, Kyle brings a diverse skill set to the Racen Wealth Management team as Director of Investments and Planning.

Kyle began his career in financial services at Stifel and obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. He also holds the Series 7, 66, and Missouri Health and Life Licenses.

Kyle earned his CFP® because of deep love of working with people and coaching. Personal finance has always been a very strong interest of his. He felt that the knowledge he would gain by obtaining the CFP® would provide him with the tools and knowledge to serve his clients with comprehensive financial planning. The ongoing continuing education keeps him sharp and on top of changes in the industry. The high ethical standard set forth by the CFP® Board is of great reassurance to his clients and to prospects.

In his spare time, Kyle is active in a variety of roles at his local church and owns a small video production business. He also enjoys spending time with his wife and daughter, rooting for the Kansas City Chiefs, backyard BBQ and various forms of motorsports.

 
Lisa Mason

Lisa Mason

Marketing Assistant
Office 314-821-4000

Prior to moving to St. Louis, Lisa managed the corporate communications and investor relations of a worldwide manufacturing company. She has been a part-time communication and marketing assistant to Peter Racen since 2006. Lisa holds a bachelor of arts degree in communications from Millikin University. She is a native of Quincy, Illinois, and now lives in West County with her husband Mike, daughter Emma and step-son Ian. The family is active in Parkway United Church of Christ and creating opportunities for learning and friendship through Intertwine Interfaith Initiative. Lisa enjoys spending time with her family and friends, writing, editing, participating in a mother/daughter book club. In addition to event planning responsibilities with her community, Lisa has previously been a volunteer for the American Cancer Society’s Relay For Life and her daughter’s Girl Scout troop.

 

Peter Racen, CLU®, ChFC®, CASL®, CFP®, AEP®
Director of Estate & Business Planning


Racen Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck