Client Service Manager
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Limor Levy joined Moneta as a Client Service Manager in 2023, aligning with the firm’s culture and values for empowering people to navigate life’s path and protect what they cherish. She brought five years of…
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Catherine Avery takes a personal approach when assisting clients as a Client Service Manager for the Berry Machnowski Team at Moneta. She strives to deliver the best service possible for every client she engages. Catherine…
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Shannon Nolder brings an enthusiastic, independent, and team-oriented approach to her work as a Client Service Manager for the Hadary Team at Moneta. She provides top-notch service with her expertise in Salesforce Service Desktop, Client…
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Rafe Kinder strives to make the financial planning process as easy and stress free for clients as possible by serving their needs in a timely manner. He earned his Bachelor of Science degree in Business…
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As a Client Service Manager for the Kittner Team at Moneta, Hailey Niehaus is committed to building client relationships. She enjoys getting to know families, their goals, and what matters most to them. Hailey earned…
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Zach Drummond is dedicated to serving clients and building lasting relationships. As a Client Service Manager on the Kittner Team at Moneta, Zach strives to make a positive impact on the lives of the families…
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Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as a Client Service Manager at Moneta. Joe received his B.S. in Finance at the University…
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Jimmy Pudlowski holds himself to the highest standard. He is driven by his desire to serve clients with a fiduciary mindset, always operating in their best interest. This led him to Moneta in 2023, where…
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Vickie Farmer enjoys watching our client’s lifelong dreams come true while building relationships with them as a Client Service Manager on the Kittner Team at Moneta. Vickie brings a strong background in customer service within…
