Anne Haudrich

CFP®

ahaudrich@monetagroup.com

(314) 244-3237

As an Advisor on the Pietroburgo Bailey Team, Anne works to lend her expertise to helping clients achieve their personalized financial goals, which she says is the most rewarding aspect of her role. She enjoys working with such a collaborative team and navigating the complexities that each individual client and family bring to Moneta. Through respect and understanding, Anne strives to develop long-lasting, trusted relationships with all the clients she serves.

Anne joined the Pietroburgo Bailey Team in 2012 after earning her B.S. in Business Administration with a concentration in Finance and support area in Economics from St. Louis University.

Outside of Moneta, Anne enjoys reading, traveling and visiting her family in Carmel, IN. An avid sports fan, Anne loves to play golf and cheer for the Indianapolis Colts and Indiana Hoosiers, though she’s now proud to claim the Cardinals and Blues. Anne and her husband reside in Columbia, IL and are proud parents to their first child born December 2019.

B.S., Business Administration, concentration in Finance, support area in Economics, Saint Louis University
CERTIFIED FINANCIAL PLANNER™
Series 65 licensed
Marian Middle School Young Friend Committee Member

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.