Moneta Advisor Cynthia Kirkpatrick works on the Heffernan Team to contribute her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’ feelings of worry about their finances by breaking things down and identifying the right thing to do in order to develop a plan for financial success.
Cynthia earned her B.S. in Accounting and Mass Communication from Lindenwood University in 2000. Prior to joining Moneta, she spent five years in public accounting at RubinBrown and nine years performing financial and regulatory reporting at Edward Jones. Looking to incorporate more of the ‘services’ aspect of financial services and interact on a deeper level with clients, she joined Moneta in 2013.
Moneta’s commitment to client-centered practices and ‘Raving Fan’ service, combined with the diverse talents of its workforce, made it the perfect place for Cynthia. She enjoys being part of a team dedicated to providing clients service beyond their expectations, and helping them achieve their financial goals.
In her free time, Cynthia enjoys the chaos that comes with raising three young children. She is a dedicated soccer fan, as a player, coach, and spectator. She dreams of one day seeing Chelsea and Manchester United square off in England. Cynthia lives in Des Peres with her husband, J.J., and children.
- Certified Public Accountant
- Certified Financial Planner
