Moneta Group

After working in the brokerage industry for 12 years as a registered representative – where success was measured by the number of transactions – Ann found Moneta's approach of incorporating all aspects of a family's financial picture to build a successful, comprehensive, individualized plan both challenging and relevant.  "It's so fulfilling to work with clients to prepare for educational, retirement and estate planning needs."

Ann finds Moneta's core values very inspiring.  "Acting in the client's best interest, being passionate about what we do and creating Raving Fan service is the most refreshing thing about working at Moneta."

Ann enjoys running 5k, 10k and half marathons, tennis, snow skiing, and going to sporting events involving her nieces and nephews.

• B.S., Business Administration, Marketing, University of Missouri – Columbia
• Masters of Business Administration, Finance, Webster University
• Junior League of St. Louis, past budget chair and board member
• St. Mary Magdalen, past parish council member