Kaleb Doyle

CPA, CFP®

kdoyle@monetagroup.com

(314) 244-3043

As a Senior Client Service Manager, Kaleb provides comprehensive analysis in investment planning, cash flow management, tax planning and estate planning for clients. He assists his clients to navigate their day-to-day financial needs, and diligently prepares clients' portfolio reviews and investment plans to harmonize every aspect of clients' financial lives.

Kaleb graduated from the University of Missouri - Columbia with a B.S. and a Master in Accounting. He earned Latin Honors and was a recipient of the Mizzou 39 Award. Kaleb holds licenses as a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®).

An avid outdoorsman, Kaleb enjoys bass fishing, duck hunting and golfing. He and his wife, Christin, are enjoying the journey of merging their small-town roots with the vibrant culture St. Louis has to offer.

EDUCATION

B.A., Accounting, Minor in Economics, University of Missouri – Columbia
M.S., Accounting, University of Missouri – Columbia

PROFESSIONAL DEVELOPMENT

Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP)

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Kaleb Doyle

COLEMAN POP

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?