Meet the Team

We are proud to have fostered a culture that values teamwork, collaboration, integrity and most of all, financial planning. Every client is supported by our entire team as you are not a client of any one Financial Planner, you are a client of Modern Dollar Planning.

Credentials matter to us! It’s our commitment to our clients and to the profession. Our team is comprised of financial professionals who have either earned their CFP®, MBA, CFA and CPA designations or are in the midst of earning them. We are focused on building deep and lasting client relationships and, as Fee-Only Fiduciaries, we want you to be confident that we always operate with your best interest in mind.

MARK SCHWEISS, CFP®, CFA, CPA

OWNER / SENIOR WEALTH ADVISOR

Having known since ninth grade that he wanted to be a CPA, Mark graduated from St. John’s University with an accounting degree and began his professional career working for a regional CPA Firm where he was an auditor and tax preparer. After working for this Firm for ten years, Mark decided to make a career change. He sat for and passed the Certified Financial Planning (CFP) exam and embarked on his financial advisory career.

Throughout his 25+ year financial planning career, Mark has assisted clients of all ages and income levels with their financial needs and has guided them through all kinds of markets. In 2017, Mark decided to finally break out on his own versus being an employee and he bought Modern Dollar Planning and moved the Company to its current location in St. Louis’ Lafayette Square neighborhood.

He was born and raised in Minnesota, but since moving to St. Louis in 2007, has become a huge Cardinals fan (he got married on home plate at Busch Stadium!) as his summer passion has always been playing and watching baseball. He and his wife, Lisa, live in the Central West End, they love to bike and travel internationally and they have two wonderful children along with two equally wonderful grandchildren.

Mark is a consummate learner, pays very close attention to detail and loves to assist clients with setting and achieving their financial goals by using Modern Dollar’s tried and true financial planning process.

jacob gall, mba

FINANCIAL PLANNER

After beginning his professional career as an Associate Wealth Advisor at a local St. Louis advisory firm, Jacob joined Modern Dollar Planning as a Financial Planner in 2024 as he is a strong believer in Modern Dollar Planning’s financial planning process along with their flat fee business model. 

Jacob received, with honors, both his undergraduate and his MBA degrees from McKendree University in Illinois where he played on the men’s volleyball team.  During his time at McKendree, Jacob worked in a wide variety of industries and completed multiple internships in the wealth management industry as he majored in both Finance and Entrepreneurship.   

Jacob continues to show a passion for learning and for the personal financial advisory industry as he is currently Series 65 licensed, which allows him to provide financial advice to clients, and he is studying for the Certified Financial Planner (CFP) exam.

Jacob grew up just east of downtown St. Louis in Fairview Heights, Illinois. He now lives in Lake Saint Louis, where he enjoys spending time with his girlfriend, Gracie, and their dog, Athena.  Jacob also loves game nights with friends and family along with continuing to utilize his 6’6” frame to play competitive volleyball.