
The West Mealey Team
About Us
Our mission is to empower our clients to achieve their financial goals with confidence and peace of mind. Grounded in the principles of accountability, integrity, and respect, we are committed to delivering impeccable work and highly competent financial guidance.
We hold ourselves to the highest standards of integrity, ensuring that every decision and action is guided by honesty and transparency. Trust is the cornerstone of our relationships, and we believe in honoring our word with unwavering dedication.
Through thorough communication and professional expertise, we strive to cultivate trusting partnerships with our clients. We understand that each individual has unique financial aspirations and challenges, and we tailor our solutions with meticulous attention to detail.
Driven by our passion for excellence, we aim not only to meet but to exceed the expectations of our clients. By providing personalized service and fostering open dialogue, we aspire to transform our clients into raving fans who confidently entrust us with their financial futures.
We are more than financial advisors—we are stewards of your prosperity, dedicated to guiding you towards a future of financial abundance and security.
Team Members
Amy Leindecker
Operations Manager
Abby Bira
Client Service Manager
Joy Orr
Client Service Manager
Ashley Williams
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-

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…
-

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…
-

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…