Yolanda Forkin

yforkin@monetagroup.com

(314) 561-4540

Yolanda Forkin joined Moneta Group in 2006. In her role as a Senior Client Service Manager for the Finerty Pietroburgo Carpenter 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 Group, 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

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.

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Protecting athletes is our passion.

Together we create opportunities.