Moneta Group

Bill began his career as an intern at Moneta Group in 2002 while finishing his degree at UM-St. Louis. "During my internship, I was able to experience firsthand the profound commitment and passion my peers had for serving our clients. Having an opportunity to be part of a firm where everyone acts only in the clients' best interests was refreshing and important," he says.

"I truly appreciate the confidence and trust our clients have in us. Knowing the important role we play in their lives is a responsibility that I do not take lightly. Helping our clients think through the various financial decisions that face their families is both challenging and rewarding. This unique relationship encompasses not only that of an advisor but also a family advocate."

Bill has worked alongside Doug Weber for much of his time at Moneta Group, and he attributes his success to the mentorship and enthusiasm that Doug has for the profession. Bill shares that enthusiasm and, in support of the future of financial planning excellence, is active in the Financial Planning Association of Greater St. Louis. Bill is currently enrolled in the Chartered Financial Analyst program.

Bill enjoys spending time with his wife, Kimberly and their family and friends. He is an avid baseball fan and can often be found in the bleachers at Busch Stadium during the summer.

• B.S., Business Administration, University of Missouri – St. Louis
• Finance Track Certification in Financial Planning, University of Missouri – St. Louis
• CERTIFIED FINANCIAL PLANNER™
• Financial Planning Association of Greater St. Louis Board, Director of Programming
• Pi Kappa Alpha
• University of Missouri – St. Louis Alumni
• MS Society's 2009 Class of Corporate Achievers member