Moneta Group
Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding.
Patrick joined Moneta in 2001 while attending St. Louis University, earning a B.S. in Finance. Continuing his work at Moneta allowed him to develop the needed skills and experience to become a Partner in 2013. Patrick currently serves on the firm’s Board of Mangers and as the Board Chair for the Marketing Committee.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.