Chali Beard is passionate about working at Moneta because it allows her to feel challenged in her career while also making a difference in her clients’ lives. She is motivated by the opportunity to grow professionally and learn new things every day.
Chali studied Business Management at Adelphi University while balancing her time on their women’s soccer team. During her junior year, Chali transferred to Mizzou where she graduated from the school of Human Environmental Sciences with a degree in Personal Financial Management Services. She enjoys the complexity of personal financial planning. While in college, Chali completed an internship with a local State Farm agent. She continued with State Farm full-time after graduation for a year before joining Moneta.
On weekends, Chali loves traveling to the Lake of the Ozarks and spending time with friends and family.