Yolanda Forkin

yforkin@monetagroup.com

(314) 561-4540

Yolanda Forkin joined Moneta in 2006. In her role as a Family Office Specialist for the Finerty Team, she focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them peace of mind knowing that all of their financial worries are being taken care of.

Yolanda earned her Associate of Arts from Southwestern Illinois College. Prior to joining Moneta, she gained investment experience as a Sales Assistant with Wunderlich Securities, a Tennessee based broker/dealer. She also worked for MetLife as a Regional Sales Coordinator within a division of the company that specializes in retirement plan products for nonprofit employers.

Outside of the office, Yolanda enjoys spending time with her family, baking, reading and traveling. Yolanda resides in Chesterfield with her husband, Patrick, and their two boys.

Associate of Arts, Southwestern Illinois College

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

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.

Yolanda Forkin

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COLEMAN POP

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

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?