
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...


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.
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February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...