Senior Client Service Manager
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Maddie Westerhold, a Senior Client Service Manager 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…
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As a Senior Client Service Manager, Holly Ausmus strives to provide a seamless client service experience. Holly enjoys the long-standing relationships she develops with her clients and their families and provides personalized service shaped for…
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Kate Gillette builds trust with her clients by responding quickly to their needs and helping them feel comfortable with the financial planning and wealth management process. Serving others and taking pride in her work has…
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As a Senior Client Service Manager, Alec provides exceptional financial services to his clients and supports Advisors and Partners in daily operations. Previously, he worked in public accounting, focusing on tax compliance and planning for…
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Rebecca Wipfler enjoys helping clients reach their unique financial goals while building relationships with them as a Client Service Manager on the Johnson Team at Moneta. Rebecca earned both a Bachelor of Arts in Economics…
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Molly Bryant is a planner at heart. Her drive to plan, coupled with a love for efficiency and an appetite to solve complex client concerns, motivated her to enter the world of finance. Before joining…
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Mike Lynch empowers clients to make optimal financial decisions. As a Client Service Manager on the Weber Dickens Team, he aspires to grow his knowledge base as a financial planner while making his clients’ lives…
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Jessica Hornburg joined Moneta in 2021 as a Client Service Manager on the Kittner Team. After working in another industry for many years, she was excited for a new challenge where she could learn and…
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Stacey Hoehne joined Moneta in 2021 as a Client Service Manager on the Johnson Team with an ambition to provide excellent customer service. Along with her team, Stacey helps clients spend less time managing their…
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Cathy began her financial career in 1997, working as the cashier for the Worcester, MA branch of Wells Fargo Advisors. For 13 years she managed the day-to-day cash flows for the entire office. Cathy’s courteous…
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As a Client Service Manager for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals. Prior to joining the Moneta…
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Ryan joined the Compardo, Wienstroer & Janes team as a Client Service Manager in 2020. In his role, Ryan’s primary focus is to help clients with complex investment and estate planning decisions. He enjoys the…
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As a Senior Client Service Manager, Katie is involved in the day-to-day of a variety of client needs providing first-class service. She feels fortunate to be a piece of her client’s financial puzzle that allows…
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George Astudillo is a seasoned veteran of the financial services industry and joined Compardo, Wienstroer & Janes at Moneta in 2019. He brings over 20 years of experience to his role as a Senior Client…
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Courtney Vitale joined Moneta as a Client Service Manager on the Duff Torney Team in 2019 because of her passion for helping people. She loves assisting clients by providing support so that they themselves can…
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Jaymee has been serving people through financial planning since entering the field in 2012. With a focus on clear communication and a client-centric approach, Jaymee assists with empowering clients to make informed decisions that pave…
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Margaret Lyons is excited to be part of the Sward Team, and values learning about clients’ life experiences. She enjoys hearing about the goals and dreams clients have for their children and grandchildren. She thrives…
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As Senior Client Service Manager on the Sadler Harmon Chalmers Team, Michele Heitzig’s top priority is to provide clients with the service they deserve – ‘Raving Fan’ service – at all times. Her responsibilities include…
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As a Senior Client Service Manager for the Duff Torney Team at Moneta, Lisa Patton strives to deliver “Raving Fan Service” by creating strong relationships with individuals and families. Serving as her clients’ first point…
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Cynthia’s 30 years of experience in financial services includes 10 years of being a member of the Johnson Team and serving Moneta Group Clients. She enjoys the close and long-lasting relationships that develop while working…
