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
Meredith Elmore
Retirement Plan Client Service Manager
Yolanda Forkin
Family Office Specialist
Blake Freund
Private Markets Associate
Sam Gogel
Senior Manager of Data ＆ Reporting
Noelle Hogrebe
Family Office Associate
Emily McCrary
Executive Assistant
Sandra Roberts
Administrative Assistant
Mark Sandquist
Private Markets Director
Brittney White
Client Service Manager
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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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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Private Market Report – Spring 2025
Quick Market Update 2025 is shaping up to be a year of action. The question isn’t whether private markets will…
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