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Our Professionals
Cynthia joined Moneta Group in 2001 with more than 15 years of experience in the financial advisory profession. She previously worked as an Investment Advisor for The Bank of Edwardsville.
Cynthia has a passion for helping individuals, families, executives and other professionals achieve security and independence by offering quality advice, effective implementation and 'Raving Fan' service. "There is more to being a Family CFO than just the numbers," she says. "I believe in building long-term relationships fostered by mutual trust and respect with my clients."
As professional consultant for the Diederich team, Cynthia specializes in:
- Investments
- Retirement Planning
- Education Planning
- Money Management
- Income Tax Planning
- Estate Planning
She enjoys traveling, skiing, running, and biking and outdoor activities.
- B.S., Business Administration, Maryville University, magna cum laude
- Masters of Business Administration, Maryville University
- CERTIFIED FINANCIAL PLANNER™
- ACCREDITED WEALTH MANAGEMENT ADVISOR℠
- Selected as a FIVE STAR Wealth Manager℠ in 2009, 2010 & 2011
- Delta Mu Delta Business Honor Society
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