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

• Investment News – A Taxing Situation