As an Advisor and Operations Manager for The Curtis Team at Moneta Group, Kate Parker works to find solutions for clients and help them achieve their financial goals.
Kate earned her B.A. in Political Science and International Studies from Washington University. She then went on to earn her Masters of Business Administration from Keller Graduate School of Management, as well as her Certified Public Accountant certification. Prior to joining the Curtis Team in 2004, Kate worked in various customer service and administrative roles.
At Moneta, Kate’s expertise lies in her detail-oriented nature. She enjoys getting to know each client and fitting every detail of their financial picture together. One of her main goals is to give clients peace of mind that they are in good hands.
- Certified Public Accountant