Associate Advisor
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Maddie Westerhold, an Associate Advisor at Moneta, is dedicated to simplifying financial lives and securing futures for successful families and individuals. Holding a Magna Cum Laude dual degree in Finance and Accounting from the University…
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As an Associate Advisor, Katie is involved in various client situations and enjoys providing her client’s first-class service. She feels fortunate to be a piece of her client’s financial puzzle that allows them to not…