
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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.
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NEWS & PUBLICATIONS
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...