Tatyana brings to the Dunston Team of Moneta over 17 years of experience in the banking and financial services industry. As an experienced leader in the industry, Tatyana is passionate about developing long-term relationships with…
Valerie is driven by her commitment to delivering exceptional client experiences and fostering a collaborative environment within our organization. With a background spanning 17 years in the insurance and financial services industry, she brings a…
Mike Little started as Operations Manager of The Berry Macknowski Team at Moneta in August of 2022. Prior to joining Moneta, he spent the better part of 27 years as a Manager and Director of…
Lisa Bedell loves being a part of the Sward Team and working every day to provide “Raving Fan” service for the best clients in the business. She especially enjoys optimizing the team’s processes and procedures,…
Caelan Grempler values her client’s trust. She sees earning and keeping that trust as the driving forces behind her role as Operations Manager for The Johnson Team at Moneta. Even if she is just a…
Emiley Best joined Moneta in June 2017 as the Operations Manager for the Gast Freeman Troyer Racen team. She received her Bachelors of Science in Business Administration from the University of Missouri—St. Louis, and holds…
Katie Schell joined the Kittner Team at Moneta as a Client Service Manager in 2017 and quickly earned a promotion to Operations Manager in 2020. Prior to joining Moneta, Katie spent four years working at…
Ashley Kwater joined the Koeneman Team in 2015 as a Client Service Managers She was elevated to the role of Operations Manager in June 2024. She enjoys being a part of a team that continually…
Karleigh Floarke is the Operations Manager for the team. She identifies opportunities to improve efficiencies so the team can continue to deliver exceptional service. Karleigh is an important leader and uses her positive attitude to…
Kristen Herber brings great enthusiasm for helping clients with a positive attitude as an Operations Manager for the Curtis Team. She is dedicated to Moneta’s core value of providing “Raving Fan” service to every client.…
Katie Harrell loves building relationships with clients and their families to deliver an exceptional experience while taking care of their needs and helping them achieve their financial goals. Katie joined Moneta as an Operations &…
As an Operations Manager on the Halls Dorn Aiazzi Team, Melissa Emerson works collaboratively with her team to provide clients the exceptional service they expect and deserve. Melissa enjoys and thrives on finding solutions to…
While most 15-year-olds were immersed in the joys of hanging out with friends and navigating high school, Anniece Robinson embarked on a unique journey. Since 1995, at the age of 15, she has been a…