ST. LOUIS—October 14, 2014—Moneta Group is pleased to announce the addition of Ranie Atwood to the firm. Atwood joins Moneta as the new Professional Consultant to Principals, Tim Halls, Tony Dorn, and Zac Wagganer.
“We are very pleased to have Ranie join our team,” says Principal, Tony Dorn. “She brings a wealth of experience that will add a new level of financial expertise to our team.”
Atwood joins Moneta with an 11 year career in public accounting that includes working for Ernst & Young, specializing in Tax Accounting. Prior to that, she spent time in the Federal Tax Department at KPMG St. Louis.
“It’s so motivating to witness firsthand the passion and excitement my new colleagues have about their work,” says Atwood. “This is especially evident in Principal, Tony Dorn, who I will be working with primarily.”
Atwood receiver her B.S. in Accounting, as well as a M.Acc in Taxation from Southern Illinois University—Carbondale. She is a Certified Public Accountant, and is currently working toward her Certified Financial Planner™ designation.
“In the past, I’ve mostly worked with larger corporate clients, and I’m looking forward to this opportunity of working more one-on-one with individual clients,” say Atwood. “It’s building relationships, with both clients and my new colleagues that I’m most excited about.”
About Moneta Group
Headquartered in Clayton, Missouri, Moneta Group provides “Family CFO” services to successful families. Founded in 1869, the firm has been committed to serving as their clients’ advocate, while helping them navigate and understand their financial complexities for 145 years. Advice is offered across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning, and education funding. As Family CFOs, Moneta advisors provide their clients the opportunity to continue building their wealth while enjoying the life they’ve worked so hard to achieve. For more information on Moneta Group, visit www.monetagroup.com.