Client Service Manager
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As a Client Service Manager, Kelsey Byers strives to provide “raving fan” service to clients of the Halls Dorn Aiazzi Team at Moneta. Kelsey brings several years of client service experience through her time in…
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Sarah Kirn loves getting to know our clients as a Client Service Manager. The personal relationships formed are her favorite part of her role. Sarah joined Moneta in November of 2019. After 16 years in…
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Kali Keifer loves being a part of the Halls Dorn Aiazzi team because it allows her to develop and grow her financial knowledge so she can deliver the highest quality of service to her clients.…
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Jack Armstrong enjoys his day-to-day interaction with clients in his role as a Client Service Manager for the Diederich Simmons Perez Team. He also takes great pride in assisting the team’s Advisors in creating a…
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As a Client Service Manager for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners…
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Playing sports taught Chris Moore the value of cohesive teamwork when striving to realize exceptional success. That philosophy aligned perfectly with Moneta’s team-driven approach to serving clients and achieving their financial goals. Chris joined Moneta…
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Nick Hummel joined Moneta in 2018 after earning a Finance undergraduate degree and MBA from Lindenwood University in St. Louis. He focuses on providing exceptional and professional service to all clients of the Rapplean Team.…
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Daniel joined Moneta Group as a Client Service Manager in 2017 after receiving his BSBA in Finance from the University of Missouri – St. Louis in December 2016. Along with his desire to learn about…
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Katie Angelbeck builds trust through relationships as a Client Service Manager with more than a decade of experience at Moneta. Knowing her clients on a personal level throughout the years helps her anticipate their needs…
