Connie Schneider


Retirement Planning Specialist

A graduate of the University of Missouri-Columbia, Connie started her career as a classroom teacher. After earning a master's degree in Counseling, she changed her career path to financial services, joining Equitable Advisors in 1987 and obtaining her Certified Financial Planner™ certification in 1990.  She obtained the Retirement Planning Specialist title from Equitable Advisors after earning her Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania.  Since then, she has earned numerous awards for her success as a financial advisor, including:

  • Equitable Centurion Award

  • Distinguished Service Award

  • Hallmark II

  • Equitable Hall of Fame

Connie joined Evergreen Wealth Strategies as a Partner in January 2014. She enjoys helping people understand financial matters so that they can become independent, self-aware and confident: “I educate my clients and paint a comprehensive picture to help them better understand where they are today, and to help formulate personal financial goals for the future,” she says.

In her leisure time, Connie enjoys traveling and hiking with her husband, Ken. Together, they have visited all but one of the 59 National Parks.



CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at Complaints about an Equitable Advisors FP should be directed to

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Phone 636-300-4229
Fax 636-447-3335