
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Starlette Geisz joined Moneta in December 2014 as a Bookkeeping Specialist for the Sheehan Steffens Akins Han team. Starlette earned her B.A. in Mass Communication from Anderson University, and is working on obtaining her Certified Bookkeeper (C.B.) certification.
As an employee of Moneta Group, Starlette brings ‘Raving Fan’ service to the team through excellent customer service skills, along with experienced personal bill pay and personalized expense tracking for clients. In addition to appreciation for her fellow employees, Starlette particularly enjoys Moneta’s culture of emphasizing collaboration, and the encouragement to always improve.
Outside of Moneta Group, Star donates countless hours to several other organizations in St. Louis; she currently, serves as a board member for P.R.A.Y (Programs for Religious Awards for Youth) and volunteers for American Heritage girls and Trail Life USA. In 2016, Star was granted the Presidential Service Award, which can only be received by donating more than 500 hours of time to approved organizations.
Outside of Moneta, Star enjoys scrapbooking and spending time with her family. She and her husband have four children and a dog.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...