
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...


Katie Angelbeck builds trust through relationships as a Senior Client Service Manager with more than a decade of experience at Moneta. Knowing her clients on a personal level throughout the years helps her anticipate their needs while tailoring service to their preferences.
Katie graduated cum laude from the University of Missouri – Columbia, receiving her B.S. in Business Administration with an emphasis in Finance and Banking. Before joining Moneta in 2011, Katie gained experience within the financial services industry through positions with Merrill Lynch and Landmark Bank.
Katie remains motivated and busy outside of work as a wife and mother of two young children. She is a St. Louis native, alumnus of Cor Jesu Academy, and currently resides in Des Peres with her family.
Dive into the latest insights from our expert team with our personal touch.

May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

May 12, 2026
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...