For seven years, Jefferson City Magazine has featured young professionals who give back to Jefferson City through volunteer efforts as “Ones to Watch.” Recipients are nominated by their peers and then selected by a panel of editors and publishers from The Business Times Company, the publishing company for City Magazine, Columbia Business Times, and Columbia Home Magazine.
Upon receiving the award, Kelli was very surprised. “I had no idea I had even been nominated,” she said. “I am honored, particularly because this award is not only for professional excellence, but also for a commitment to giving back to the community.”
Kelli serves families as a Professional Consultant for the Duff Team at Moneta Group, a wealth management firm based in St. Louis, MO whose clientele consists of successful families and businesses. The firm has been consistently ranked as one of the top Registered Investment Agencies in the country for many years and prides themselves on providing above-and-beyond service for their clients.
Outside of her work at Moneta, Kelli is active volunteer in the Jefferson City community. She is the treasurer of Belair Elementary PTA and past president, past treasurer, and present member on the finance committee of Rape and Abuse Crisis Service (RACS) of Jefferson City. She also serves on the board of directors and planned giving, Cancer Center Campaign, and finance committees for St. Mary’s Health Center Foundation and the Vanguard Leadership Program for Jefferson City Public Schools.
In addition to the Ones to Watch Award, Kelli has been selected as a FIVE STAR Wealth Manager annually since 2012.
Kelli is featured among the Ones to Watch recipients in the July/August edition of Jefferson City Magazine, which came out on Saturday, July 5, and will be recognized on July 17 at the Ones to Watch dinner. For more information about Moneta Group, visit www.monetagroup.com.
About Moneta Group
Headquartered in St. Louis, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1905, the firm’s primary role is serving as their clients’ advocate ? while helping them negotiate the many complexities encountered in managing their complex financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As the Family CFO, Moneta allows their clients the opportunity to continue doing what they do best: building wealth, pursuing hopes, and living the life of their dreams. For more information on Moneta Group, visit www.monetagroup.com.