Nancy Georgen Email & Phone Number

When I offer clients financial advice, the difference is in the details. It's very important that I understand each client's specific goals, objectives and detailed financial information so I can advise them on investment, retirement and tax planning strategies.Building long-term relationships is key to providing excellent client service. My average client relationship is longer than 15 years, and I have worked with many of my clients for more than 30 years. This long-term perspective provides insight for both existing and new clients, as I am able to provide clients with guidance on life transitions based on personal experience with my other clients.My clients consist primarily of multi-generational families, business owners and professionals. Moneta Group Family CFO services include investment management, financial planning, estate review and retirement planning. Community service is important to me. I am a Trustee of Fontbonne University, member of the COCA Endowment Committee and former Board Chair of Crossroads College Preparatory School .

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  Partner

  Moneta Group

  May 1972 - Present

  In my role as a Family CFO at Moneta Group, I work primarily with individuals, families, business owners and professionals in the areas of investment management and financial planning, insurance and estate review, retirement and compensation planning.