With a strong foundation in entrepreneurship and a passion for financial planning, JC Sherman brings a thoughtful and proactive approach to helping Moneta clients navigate their financial journeys. Prior to joining the Gast Freeman Troyer…
Conor Eagan’s role at Moneta provides him with the opportunity to advance his career by expanding his financial knowledge in an ever-changing environment and learning from his talented colleagues. Conor takes pride in applying his…
As the first high school and college graduate in her immediate family, Hannah has advanced her career through hard work and determination. She earned her Bachelor of Science in Business Administration with an emphasis in…
Lisa Mason enjoys writing and helping others communicate clearly. Editing is her favorite “puzzle,” and she is an Oxford Comma devotee. As the marketing associate for the Gast Freeman Troyer Racen Team at Moneta, Lisa…
Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through…
Throughout his adult life, Kyle Luetters has had a passion for financial literacy and complex problem solving. Kyle has experience in investment model management, alternative investments, insurance strategies, and tax planning. He lends this expertise…
As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients. Having been on the other side of the table, Peter understands…
Amanda Luetkemeyer joined Moneta in May 2021 as a Client Service Administrator and was promoted to a Client Service Manager in June of 2022. In 2019, she received her Bachelor of Science in Business Administration…
Danton Troyer brought his individual practice to Moneta in 2018, after more than a decade on his own. Adding the support of our team, backed by an Enterprise Service Team, to Danton’s personal expertise and…
As the author of two books who is frequently consulted by the media for his financial expertise, Travis Freeman enjoys helping successful families make the most of their wealth. “I help people simplify the complexities…
Sarah Kirn loves getting to know our clients as a Client Service Manager. The personal relationships formed are her favorite part of her role. Sarah joined Moneta in November of 2019. After 16 years in…
As an Associate Advisor for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners to…
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…
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…