As a Family Office Advisor on the Finerty Team at Moneta, Leah Matz enjoys developing relationships with clients and using her tax experience to help implement planning strategies and solve complex problems.
Leah earned her Masters in Accountancy from the University of Missouri. She is also a CPA and CFP® professional.
Prior to joining Moneta, Leah worked at EY in the Private Tax group. She focused primarily on family office clients and assisted with tax planning and compliance as well as estate and cash flow planning.
Leah lives in Richmond Heights with her husband. Outside of work, she enjoys going for walks, cooking, and spending time with friends and family.
- Certified Public Accountant
- Series 65 Licensed
- CERTIFIED FINANCIAL PLANNER™
