Jeff Tank originally joined Moneta Group as part of Tax Strategies, LLC, but is now a Client Service Manager (CSM) on the Breckenridge team. Jeff has an active CPA license in Missouri, as well as having passed both the Series 7 and Series 66 exams. He earned his Bachelor of Business Administration (BBA) in Accounting with a minor in Psychology, along with his Master’s (MA) in Accounting, from the University of Iowa.
With his 28 years of work experience in the financial services industry, Jeff brings great knowledge to the Moneta team about a variety of subjects. Jeff enjoys being part of a collaborative team at Moneta while putting clients first and helping them to achieve their financial goals.
Outside of Moneta, Jeff has served as Treasurer and Board President of ALIVE (Alternative to Living in Violent Environments) and was a Big Brother volunteer for over seven years.
Although Jeff grew up in Iowa, he has now lived over half of his life in St. Louis and considers it his home. He is an avid Blues and Cardinals fan and is passionate about spending time with his family and friends. Jeff and his wife Nancy both attended the University of Iowa, and have one daughter, Caroline, who currently attends her parents’ alma mater for engineering. Jeff used to play basketball but now settles for walking the family dog, Kody.
- Certified Public Accountant