In her role as a Client Service Administrator for the Curtis Team, Rebecca Miller positively impacts clients’ lives by providing the high touch service they deserve. Rebecca earned her Bachelor of Science in Psychology from…
Kristen Herber brings great enthusiasm for helping clients with a positive attitude as an Operations Manager for the Curtis Team. She is dedicated to Moneta’s core value of providing “Raving Fan” service to every client.…
As Business Development Director at Moneta Group, Jon Curtis works on the Curtis Team to help connect clients to a team that can assist them in achieving their financial goals. Jon earned his B.S. in…
Moneta Partner Allan Curtis works with his clients as their Principal Financial Advisor, or Family CFO. A CERTIFIED FINANCIAL PLANNER™ professional, Allan uses his significant experience and expertise, combined with the talent of his team, to…
Moneta Partner David Curtis works on the Curtis Team to help clients achieve their financial goals. David earned his B.S. in Finance from the Kelley School of Business at Indiana University. With over 16 years…
Katy Kuhlenberg earned her B.S. in Business Administration with an emphasis in Marketing from St. Louis University. She joined the Curtis team in 2008 and currently works as a Senior Client Service Manager. Katy enjoys…
As an Advisor on the Curtis Team, Kate uses her love of puzzles and her detail-oriented nature to piece each client’s financial picture together. She enjoys getting to know her clients individually and helping to…