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

Racen Wealth Management is supported by a Network of Specialists and Home Office investment and planning teams to provide the comprehensive expertise you or your business need.

The Team

Tom Tulley
Wealth Management Advisor
(314) 744-5239

Tom has been in the financial services industry since 1996 when he went to work for AG Edwards and Sons. Prior to that he had spent 18 years in a variety of sales, marketing and business consulting positions with Dow Chemical. He joined Northwestern Mutual in 2003 as an Investment Specialist and currently works as a Wealth Management Advisor out of the Chesterfield, MO office. Tom’s primary focus is on personal and business planning. He combines practical experience with the full scope of products, services and expert assistance that Northwestern Mutual provides to help guide individuals to financial security. Tom graduated from the University of Missouri-Columbia with a degree in journalism. He and his wife, Ethel, have four sons, Dave, Dan, Michael and Ryan. They enjoy golf, hiking, travel and family vacations.

Lori Henson
Financial Representative
(314) 744-5222

Lori has been a representative of Northwestern Mutual since 2006. Her personal background has led to her special interest in educating people about long term care insurance, having experienced declining health issues with both of her parents. She is a regular Core Coalition winner, illustrating her expertise in all of Northwestern Mutual’s defensive planning products. Her professional background makes her well-suited to working with those in detail-oriented professions such as engineering, construction, and accounting. Lori has a bachelor of science degree in geological engineering from the University of Missouri – Rolla. A lifetime resident of St. Louis, Lori lives with her husband Joe and sons Bryan and Eric, both in college in Columbia, MO. Joe owns a home remodeling company and is an avid fly-fisherman. The family enjoys the outdoors and all sports, particularly golf. Lori also loves to travel to the peaceful areas of the country to pursue her passion for photography. Lori is involved with the American Diabetes Association.

Lori Henson

Dave Tulley
Financial Representative
(314) 744-5291

In June 2014, Dave joined his father, Tom Tulley, to grow his Wealth Management practice. Dave services both existing clients of the practice, as well as welcomes new clients to the Tulleys' holisitic financial planning approach.

Prior to Northwestern Mutual, Dave was as an Account Manager at Thomson Reuters where he worked closely with investment management firms, hedge funds, investment banks and private equity firms.

Dave is a graduate of the University of Missouri-Columbia and Saint Louis University. He received his Bachelors of Science in Finance from the University of Missouri-Columbia and later went on to complete his Masters of Business Administration with emphasis in Finance at Saint Louis University. Dave holds his Securities Series 7 and 66 licenses and is Missouri State Insurance licensed for Life and Health. He recently earned the CFP® ceritfication and ChFC® designation. CFP®certification demonstrates a deep knowledge and commitment to personal financial planning and is recognized as the highest standard in the industry. ChFC® certification is the "Advanced Financial Planning" designation awarded by The American College of Financial Services and qualifies holders to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.

Lori Henson

The Staff

 
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 Nicolaus 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. Lisa enjoys spending time with her family and friends, writing, editing, participating in a mother/daughter book club, and yoga. 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