Heather Kline - Email & Phone Number

Senior Family Office Advisor at Moneta Group

Heather Kline is based out of Mission, Kansas, United States and works at Moneta Group as Senior Family Office Advisor.

Heather Kline's Contact Information

Heather Kline's Work email

h*****@moneta***.com

Valid

Latest update

October 30, 2025

Location

Mission, Kansas, United States

Heather's current employer

Moneta Group

Description

Moneta's nationwide family financial advisors are fiduciaries & highly credentialed, helping clients with wealth management in order to f...

Website

monetagroup.com

HQ Location

St Louis, Missouri, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Moneta Group

Frequent questions about Heather Kline

What company is Heather Kline working for?

Heather Kline works for Moneta Group.

What is Heather Kline's function at Moneta Group?

Heather Kline is Senior Family Office Advisor at Moneta Group.

Where is Heather Kline based?

Heather Kline is based out of Mission, Kansas, United States.

What is Heather Kline's work email address?

Heather Kline's professional email address is h*****@moneta***.com

Who are Heather Kline's co-workers?

Heather Kline's colleagues are Eric Kittner, Peter Schick, Holly Rosenbalm, Douglas Weber, Steven Finerty, Kara Harmon, Geneen Kloha, Tony Dorn, Mark Fischer, Elizabeth Carter, Nicole Whitesell, Julie Sward, Jason Kettler, Emily Ellington, Matt Ring, Tom Rogers, Kelli Jones, Brett Woodruff, Tasha Borglum, Bill Otto, Angie Ritter, James Blair, Amanda Sawyer, Kyle Foshe, Jonathan Curtis, Sam Edwards, Patti Dower, Jamie Goodwin, Matthew Harlan, Chris Kamykowski, Nancy Whatley-Blaine, Aoifinn Devitt, Sarah Wheeler, Garrett Reeg, Emma Hogrebe.

Heather's co-workers

Eric Kittner

CEO & Chairman of the Board

Peter Schick

Chairman Emeritus, Principal

Holly Rosenbalm

Executive Assistant To The Chairman/Managing Partner & President/COO

Partner and Family CFO

Vice President Finance

Nicole Whitesell

Human Resources Coordinator

Julie Sward

Family CFO | Partner

Jason Kettler

Vice President of Information Security

Emily Ellington

Content Marketing Coordinator

Family CFO and CPA/CFP®

Brett Woodruff

Vice President of Analytics

Tasha Borglum

Partner and Family CFO

Bill Otto

Director of IT

Angie Ritter

Director of Talent Acquisition

James Blair

Principal, Executive Committee Member, Board of Director

Amanda Sawyer

Director Of Compliance

Kyle Foshe

Client Support Team Lead

Jonathan Curtis

Business Development Director

Sam Edwards

Director of Marketing

Patti Dower

Human Resources Director

Jamie Goodwin

Director of Centralized Operations

Matthew Harlan

Director of Trust Services

Chris Kamykowski

Head of Investment Strategy and Research

Nancy Whatley-Blaine

Director, Talent and Organizational Development

Aoifinn Devitt

Chief Investment Officer

Sarah Wheeler

Revenue Cycle Specialist

Garrett Reeg

Client Services Manager

Emma Hogrebe

Client Service Manager

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