Starlette Geisz

C.B.

sgeisz@monetagroup.com

(314) 244-3437

Starlette Geisz joined Moneta Group in December 2014 as a Bookkeeping Specialist for the Blair, Sheehan, Steffens 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.

Certified Bookkeeper

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.