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Heather Fox

Client Services Administrator

Heather Fox joined GFTR as a Client Services Administrator and also works part-time as an Office Services Specialist for Moneta. Heather’s diverse career history makes her a valuable and enthusiastic part of our team! Her experience ranges from therapy services at St. Louis Children’s hospital where she assisted children with complex medical disorders to working on Wall Street. The common thread throughout Heather’s career is her passion for helping people, whether that entails their health or financial wellbeing.

Heather attended Wellesley College in Wellesley, MA and Webster University in Webster Groves, MO and received a Bachelor of Arts degree in psychology. She and her husband live in Webster Groves and have two children. She enjoys hiking, traveling, and reading. A testament to her energy and tenacity, Heather has participated in an Ironman Canada Triathlon, as well as 13 other triathlons, and eight marathons, including the Boston Marathon. She is excited to be part of the team and help our clients protect what they cherish.

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Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

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by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

January 5, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

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