
Everland Sandry Team
Your Life. Your Wealth. Your Team
Managing your professional and personal life isn’t easy, especially as your financial picture keeps getting more complex. When everything seems to be moving fast, you want to focus on what matters most instead of trying to juggle everything at once.
We get it. The Everland Sandry Team provides wealth counsel that’s nimble, responsive, and uniquely tailored to each client. We’re not afraid to get our hands dirty in the details, and we handle a plan’s execution, so you know someone’s got your back, freeing you to focus on your priorities, your interests, and your passions.
Team Members
Valerie Mizell
Operations Manager
Rafe Kinder
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in…
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely…
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Monthly Recap – October 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and…