Client Service Manager
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Ben Stevens-Smith strives to assist clients with a focus on attention to detail and a warm personality. He is working towards becoming an Advisor next year and is currently pursuing his CFP® certification. Ben joined…
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Hailey Schue loves people. She has a passion for connecting with clients on both personal and professional levels as a Client Service Manager with the Rapplean Team at Moneta. Hailey’s journey with Moneta began after…
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Jack Brooks began working in the financial services industry prior to graduating from college. He proactively sought various internships during his academic journey to gain practical experience. He completed two internships at Anders CPAs +…
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As a Client Service Manager, Leslie works hand-in-hand with the team’s advisors to create and implement comprehensive financial plans. Her primary responsibilities are preparing for and participating in client meetings and ensuring that any resulting…
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Tina Rogers enjoys talking with clients, developing relationships with them, and being responsive to their needs as a Client Service Manager. She joined Moneta in 2024 because of the firm’s emphasis on serving as fiduciary…
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Hannah Lockwood has always been passionate about consistently bettering herself and those around her. She understood the power of financial stability from a young age and now finds the most joy in making things happen…
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Bryanne Stotler embraces her clients’ trust and confidence throughout their relationship while striving to provide world-class care and communication for every tailored service and need. Bryanne joined Moneta as a Client Service Manager in 2023…
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Brady James-Woolace strives to serve his clients by addressing all concerns or needs they may have in the operations of their accounts, and in transacting daily business. Brady, who is originally from Kansas City, Missouri,…
