Garrett joined Moneta in 2014 as a Client Service Manager and has subsequently become a versatile and valuable member of the Compardo, Wienstroer, Conrad & Janes team, earning many promotions along the way. Most recently to advisor where he looks forward to expanding his relationships with clients as their initial point of contact, as well as mentoring rising Client Service Managers on the team.
Garrett earned his B.A. in Personal Financial Planning and MBA, concentration in Finance, both at Lindenwood University. He received his CERTIFIED FINANCIAL PLANNER designation in January 2017.
Garrett was a starting forward on the Lindenwood University Men’s Basketball team and enjoys spending time with friends and attending sporting events of all kinds in his free time. Married to his high school sweetheart, Garrett and his wife, Erica, reside in their hometown of Oakville, Missouri with their golden retriever puppy named Bentley.
- B.A., Personal Financial Planning, Lindenwood University
- MBA, Finance, Lindenwood University