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...
Kristin Brown
Advisor
CFP®
Moneta Advisor Kristin Brown serves her clients by having what is in their best interest in mind at all times.
A member of the Blair Sheehan Steffens Akins Han Team, she has seen how much time and energy goes into establishing relationships with clients and to connect with them as people instead of numbers or portfolios. She strives to build strong relationships with clients in order to proactively anticipate their financial needs.
Kristin earned her B.S. in Finance from Truman State. She achieved CERTIFIED FINANCIAL PLANNER™ designation in 2012.
Outside of her work at Moneta, Kristin enjoys travel, fitness, and spending time with her family. Kristin lives in Creve Coeur with her husband and son.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
January 6, 2026
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
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
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...