Advisor
CurrentAs a Family CFO, I coordinate the financial affairs of successful families and individuals just as a Chief Financial Officer does for a corporation. I deliver all of this through a comprehensive service model that has a single objective: to help you achieve your financial goals.I work on a fee basis and receive no compensation from investments, allowing me to recommend only the products and services that provide the best solutions for you. Plus, Moneta Group is owned entirely by its Partners so we answer only to our clients – not to outside shareholders. I am 100% aligned with my clients’ success.Moneta is the one the largest RIA's in the country, the largest in Missouri, and is consistently named as one of the best places to work in St. Louis by the St. Louis Business Journal and Post-Dispatch.