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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®

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Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

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Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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