Kate Parker

MBA, CPA

kparker@monetagroup.com

(314) 244-3254

As an Advisor and Operations Manager for The Curtis Team at Moneta Group, Kate Parker works to find solutions for clients and help them achieve their financial goals.

Kate earned her B.A. in Political Science and International Studies from Washington University. She then went on to earn her Masters of Business Administration from Keller Graduate School of Management, as well as her Certified Public Accountant certification. Prior to joining the Curtis Team in 2004, Kate worked in various customer service and administrative roles.

At Moneta, Kate’s expertise lies in her detail-oriented nature. She enjoys getting to know each client and fitting every detail of their financial picture together. One of her main goals is to give clients peace of mind that they are in good hands.

Outside of the office, Kate is an active member of her church and participates in a weekly Bible study. In her free time, she enjoys going for walks at the Botanical Gardens. Kate currently lives in Sycamore Hills with her husband, Jimmy, and their two cats.

Certified Public Accountant

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.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.