The Lowery Financial Group
Christopher R Lowery
Wealth Management Advisor|CFP®, CPA, CLU®, ChFC®, CASL®
Get to know our dedicated team.
We use our integrity, focus, and discernment to inspire and empower professionals, business owners and people within five years of retirement to develop their purpose, understand their capacity, and realize their dreams. Together, we are committed to providing exceptional, timely service to all of our clients.
Christopher R Lowery
CFP®, CPA, CLU®, ChFC®, CASL®
Wealth Management Advisor
Chris joined Northwestern Mutual in 1995 after leaving the world of corporate accounting, seeking independence from the conventional business model and the chance to make a difference. His career with Northwestern Mutual has afforded him the opportunity to actualize both of these goals, and it is his personal and professional relationships - with clients, associates, and the community - that keep him driven. Chris has a BS in Accounting from Miami University.
Chris is also the Managing Director of Northwestern Mutual Fairview Heights. Under his leadership, the district office has become a Top 10 District of Northwestern Mutual.
Chris was born and raised in Belleville. He currently resides in O’Fallon with his wife, Marci, and two boys, Quinn and Logan. He and his family love traveling and attending Mizzou Football and St. Louis Cardinals games. Chris has been passionate about thoroughbred horse racing since he was a kid. He enjoys attending the races with family every chance he gets.
Roger J Lowery
CLU®, ChFC®
Financial Representative
Roger Lowery has been with Northwestern Mutual for more than 50 years. He has held various management positions within the company, including the role of Managing Director with the Belleville, IL office for 30 years. He has grown his practice over the years predominantly in the business market. His knowledge and expertise in group benefits provides our clients with the most comprehensive planning strategies available in the marketplace today. Roger is married to Elaine, and they enjoy traveling and spending time with their children and grandchildren.
Quinn Lowery
Associate Financial Representative
Quinn joined Northwestern Mutual as an intern in 2021.
Upon graduating from the University of Missouri, Quinn joined The Lowery Financial Group in 2022. He enjoys golfing, working out, supporting the St. Louis Cardinals and Mizzou Athletics.
Judy A Shubert
CLU®, ChFC®, CASL®
Associate Financial Representative
Judy has been a member of the team since 1992. She works closely with our clients in both the insurance and investment arms of business. She is responsible for coordination of all plans and serves as the central contact for all questions and services. She is key in making sure our firm runs smoothly and efficiently. Outside of work, Judy enjoys spending time outdoors with her family and friends.
Katey L Wettig
AWMA®, MAcc, RICP®
Associate Wealth Management Advisor
Katey Wettig joined the team in January of 2022 as an Associate Wealth Management Advisor focusing on investments. She graduated with a Master of Accountancy and a Certificate of Data Analytics in Accounting from Missouri State University in December 2021 and received her Bachelor of Science in Business from Eastern Illinois University in 2020. Katey and her Husband, Cameron, live in Belleville with their dog, Jango. She loves to spend time with her friends and family.
Our expertise.
Continuous education and certification are critical to providing you with the expert service you deserve. Chris holds the following designations:
CERTIFIED FINANCIAL PLANNER® (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER® professionals are an essential resource. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Chartered Life Underwriter® (CLU®)
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Chartered Financial Consultant® (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, small business planning, and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Chartered Advisor for Senior Living® (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’s only approved ‘senior’ designation.
Certified Public Accountant (CPA)
A Certified Public Accountant (CPA) is a professional accountant who has passed the Uniform CPA Examination, met state-specific licensing requirements and fulfilled experience and ethical standards set by their State Board of Accountancy.
Awards and recognition.
Chris has earned the following awards and recognition:
Million Dollar Round Table, Qualifying Member, 2000-2008, 2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Million Dollar Round Table, Qualifying/Life Member, 2009-2020
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
National Quality Award, 2000-2018
Award recognizing persistency and performance.
National Sales Achievement Award 1999, 2001, 2003-2010
Award recognizing performance.
NAIFA Quality Award, 2011-2018
Award recognizing commitment to excellence in service to clients and industry.
The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production. Advisors must be a NAIFA member and pay an application fee. Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award.
Associations and memberships.
Chris is involved in the following associations:
National Association of Insurance and Financial Advisors (NAIFA)
Society of Financial Service Professionals (FSP)
Our team encourages you to review the background of every financial professional you may work with at www.finra.org. The Financial Industry Regulatory Authority (FINRA) is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and approximately 677,000 registered securities representatives. The report summary provides an overview of the broker's professional background and conduct.
The secret to living is giving.
As part of Northwestern Mutual, our team is proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation (ALSF)
Our district office, Northwestern Mutual Fairview Heights, is proud to participate in Northwestern Mutual's "Race for Childhood Cancer Research" every year in Milwaukee, WI. Our team members come together to raise over $25,000 annually to benefit Alex's Lemonade Stand. ALSF funds cancer research, raises awareness, and supports the families of children with cancer.
Christian Activity Center
The CAC is a non-profit, faith based ministry located in the heart of East St. Louis. The CAC provides comprehensive after-school programming to more than 4,000 children a year in the areas of education, recreation, and health. Their mission is to prepare youth in East St. Louis for successful futures, spiritually, academically, and physically. Northwestern Mutual Fairview Heights sponsors multiple events to benefit the CAC. Our largest event is their annual "Golf for a Brighter Future" golf tournament. In 2017, we raised over $51,000 to benefit the CAC. We also provide families with Christmas, school supplies, and other various donations throughout the year.
