View in portrait for best experience

Nancy Georgen

Partner Emeritus

CLU, ChFC, J.D.

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.

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Fontbonne University, Board of Trustees
  • COCA, Investment and Endowment Committee
  • Forest Park Forever, Finance Committee
  • Crossroads College Preparatory School, Board of Trustees, former member, past Board Chair

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

VIEW ALL ARTICLES

Let’s make every moment count together…