Eloise loves her clients like family. Their stresses and joys are her stresses and joys. As their Family CFO, she serves as their go-to resource for any financial family matters – from new engagements and grandchildren to changing education and retirement goals. Eloise delivers a level of service and loyalty to her clients that only a completely independent, 100% employee-owned company like Moneta can offer. She works hard to protect what they cherish because her clients work hard to financially support their families and turn their life dreams into reality.
Eloise joined Moneta after earning a B.A. in Economics from Rhodes College. She quickly fell in love with the firm, its clients and the work of comprehensive financial planning. Now a CERTIFIED FINANCIAL PLANNERTM, she serves as an Advisor on the Kittner Team.
Eloise lives within two blocks of nine family members. Because her work life tends to be driven by analysis and details, she enjoys engaging her creative side through activities such as embroidering for her nieces and nephews, taking her Goddaughter to the Botanical Gardens and making crafts for upcoming events.
Eloise also stays active in her community with Arch Grants and Young Friends of North Side Community School. She is collaborating with a friend to create a “mentor” program aimed at improving St. Louis’s national reputation by connecting the city’s new transplants with locals.
- B.A., Economics, Rhodes College