Gene joined Moneta in March of 2009 as CEO. Prior to Moneta, Gene had a long career with Investment firm AG Edwards, and successors Wachovia Securities and Wells Fargo Advisors. Gene is a Certified Public Accountant and began his career in audit and tax with the Kansas City office of KPMG.
At the end of 2015 Gene stepped down as CEO of Moneta to focus full time on his client practice. Gene has significant experience in strategic planning for families and family businesses including issues related to investments, trusts, estates, income tax, family governance, succession and exit planning.
Gene is active in the St. Louis Community and is currently the board chair for both The Magic House Children’s Museum and Mercy Hospital St. Louis.
Gene, and his wife Kimberly, have 4 children and 5 grandchildren. In their spare time, they enjoy spending time in Colorado playing golf, fly fishing, and hiking.
- Certified Public Accountant
- Certified Financial Planner
- Moneta Board of Directors
- DK Farm Ranch Co- Managing Member
- Magic House Board of Directors
- Mercy Hospital Board of Directors
- Missouri Society of CPA’s