We’re built around your success.
PREMIER EXPERTISE AT YOUR SERVICE
We bring a dynamic mix of professional backgrounds and expertise in all areas of wealth management. Together, we are dedicated to providing unparalleled service and unbiased advice to meet your needs and achieve your goals.
Deborah Brandenberg
Executive Assistant
Emma Coverdell
Administrative Assistant
Justin Crump
Client Service Manager
Meredith Elmore
Retirement Plan Client Service Manager
Yolanda Forkin
Family Office Specialist
Blake Freund
Private Markets Associate
Sean Green
Client Service Administrator
Noelle Hogrebe
Family Office Associate
Keegan Jennings
Client Service Manager
Emily McCrary
Executive Assistant
Sandra Roberts
Administrative Assistant
Mark Sandquist
Private Markets Director
Darla Youngquist
Administrative Assistant
MONETA BY THE NUMBERS
$37.4 BILLION AUM
*as of 12/31/23
LOCATIONS IN 6 CITIES
>500 EMPLOYEES
~150 ENTERPRISE SERVICE TEAM MEMBERS
A WEALTH OF INFORMATION
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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October 2025 Market Update
Quarterly Letter “To swim a fast 100 meters, it’s better to swim with the tide than to work on your…
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July 2025 Market Update
Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.” – Oscar Wilde As…
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Susan Brown Honored in St. Louis Business Journal
Susan Brown was named a St. Louis Business Journal’s 2025 Most Influential Business Women honoree! Susan is an accomplished leader whose…
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