Buckingham Stories: Shannon Moenkhaus, Wealth Advisor

When Shannon Moenkhaus chose to become a board member at two St. Louis organizations, she had to consider how to balance her time so she could also stay in close contact with her clients. She found a way to make it work. By focusing her efforts in the area of education, she could bring her expertise to both tables.

Shannon is committed to helping her clients meet their financial goals. She has provided financial guidance to corporate executives, business owners, individuals and families. More than that, she has elevated her client-advisor relationships by translating her clients’ stories into elements of their overall financial plan.

Whether it is charitable involvement or helping her clients, Shannon’s story remains the same: All of her energy goes into making sure the people in her life are taken care of extraordinarily well.

Read More About Shannon Moenkhaus, CFP®

Copyright © 2013, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm.

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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