
Protecting You From WhatsApp Impersonation Scams
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
Moneta Group Partner Nancy Georgen works with her clients to fully understand their specific goals, objectives, and detailed financial information. By paying close attention to the details, Nancy is able to offer comprehensive advice on investment, retirement, and tax planning strategies.
Nancy earned her B.S. in Mathematics from Fontbonne University and J.D. from Washington University School of Law. She joined Moneta Group in 1972 and, in 1989, co-founded Retirement Plan Services, LLC, a full-service retirement plan administration company.
At Moneta, Nancy’s priority is to build sustainable, long-term relationships. Her average client relationship is longer than 15 years, and she has worked with many of her clients for more than 25 years. She uses this long-term perspective and her experience to offer insight and guidance on life transitions to both new and existing clients.
Nancy’s clients consist primarily of individuals, families, business owners, and professionals in the areas of investment management and financial planning, insurance and estate review, and retirement planning.
Outside of Moneta, Nancy is active in community service and charitable work, with a focus on education. She and her husband, Michael, have two children.
Dive into the latest insights from our expert team with our personal touch.
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...
May 19, 2025
On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...