Laura HesselCFP®, CDFA™
Laura began working as an intern at Moneta while attending St. Louis University, where she earned a BSBA in Economics and Finance. Drawn to the service aspect of Moneta’s Family CFO approach, she joined the team in a full-time role after graduation. She was promoted to Advisor in 2010 and then Senior Advisor in 2016. When Moneta opened its first expansion office in Denver, Laura became the firm’s first advisor to move to the new location. Working in tandem with locally hired talent, she is excited about how this move helps her team serve its existing clients in the Denver area, and she looks forward to starting new relationships as well.
Today, Laura constantly looks for opportunities to further her education and gain a deeper understanding of the finance industry. She continues to expand her responsibilities and expertise in order to provide the best service to clients.
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst™
- Moneta Group Employee Charity Committee
- Haven of Grace, Treasurer, Board Member, Endowment Committee Chair
- Friends of Kids with Cancer
- Junior Achievement of St. Louis
- Saint Louis University, Young Alumni Association
QUESTIONS YOU SHOULD ASK YOUR ADVISOR TEAM
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
WE ARE YOUR FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.