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Garrett Reeg

Senior Advisor

MBA, CFP®

As a CERTIFIED FINANCIAL PLANNER® (CFP), Garrett serves as a primary point of contact for his clients to coordinate their daily financial affairs. Garrett is instrumental with the training and development of junior team members, and Moneta has eagerly sought his input during firm new business systems initiatives, including Orion and Salesforce.

Garrett serves Family Office and Family CFO clients, leading them through complex investment and estate planning decisions as well as navigating tax planning for both closely held private companies and corporate executives. He tackles multi-generational planning and is available for his clients during every step.

Garrett earned both his Bachelor of Arts in Personal Financial Planning and a Master of Business Administration with a concentration in Finance from Lindenwood University where Garrett attended on a full athletic scholarship, playing as a starting forward on the men’s basketball team. As a local St. Louis high-school basketball standout, he earned First Team All-State, St. Louis All-Metro Team, and his most proud accomplishment, the First Team All-State Academic Squad.

Garrett stays active in basketball currently coaching and managing a middle-school basketball program. He enjoys spending time with his family and friends, trying to improve his golf game and attending sporting events of all kinds. He and his wife, Erica, live in Oakville and are parents to daughters, Adalyn and Avery. In addition, they take devoted care of their mischievous fur-baby, Bentley.

EDUCATION

  • B.A., Personal Financial Planning, Lindenwood University
  • M.B.A., Concentration in Finance, Lindenwood University

PROFESSIONAL DEVELOPMENT

  • CERTIFIED FINANCIAL PLANNER® (CFP)

COMMUNITY INVOLVEMENT

  • Oakville Middle School Basketball Feeder Program, Coach
  • Oakbridge Community Church, Member of multiple committees and community outreach programs

NEWS & PUBLICATIONS

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

Disaster Response 

Disaster Response 

May 19, 2025

On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

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