Daryl Tegtmeier, CFP® CEPA in

Daryl Tegtmeier, CFP® CEPA

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Owner at Epoch Family Wealth
📍 Greater St. Louis, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
23 Years
Current Role
Owner
Location
Greater St. Louis, United States
Personality Overview

How Daryl shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daryl cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2017
Owner
Epoch Family Wealth
10-2007
Owner
Makavrio Properties, LLC
4-2014 - 3-2024
Member
Entrepreneurs' Organization
8-2017 - 3-2019
Board Member
A Seat at the Table
1-2008 - 2-2017
Wealth Planning | Wealth Management
Panoptic Wealth Advocates
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1992
Bachelor of Arts (B.A.)
Concordia University, Nebraska
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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