Bradford (Brad) Koeneman, MBA, CFP^®

As a Family CFO, Moneta principal Brad Koeneman says his goal is to make his clients' lives as uncomplicated as possible, "We simplify our clients' lives and are proactive in addressing their financial needs," he says. 

A family's financial situation can be complex, he explains. “But we pull all of the pieces of the financial puzzle together and make sure that all decisions are consistent with each client achieving their goals.”

Prior to becoming a Moneta Group principal in 2003, Brad served in executive roles at Goldman Sachs & Co., Magna Group, Inc. and A.G. Edwards & Sons. He earned his bachelors degree in insurance and real estate from University of Memphis in 1980 and his MBA in marketing and finance from the same university in 1981. Brad is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association.

Currently, Brad serves on the Development Committee of MICDS (Mary Institute/St. Louis Country Day School), the Board of Directors for the YMCA of Greater St. Louis and Edgewood Children’s Center. He is on the Advisory Board of Retirement Plan Services (RPS). Brad formerly served as a Board member of Pioneer Band & Trust Co. and as a member of the Saint Louis Zoo Corporate Committee.

Outside of the office, Brad enjoys golf and photography. Brad and his wife, Lynn, are kept busy by the activities and interests of their two children.