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Amanda Madson

Operations Manager

In addition to bringing a fresh set of eyes and skills to the Heffernan Team at Moneta, Amanda Madson enjoys working smarter and finding new ways to be efficient and organized in the workplace. She provides exceptional support for her team and is happy to work with great coworkers who share her passion for helping clients achieve their financial goals. 

Amanda joined Moneta in 2022 as Client Service Manager and has also served as Operations Manager for the Heffernan Team since 2024. She earned her bachelor’s degree from Greenville University. 

Outside of Moneta, Amanda dons the role of “coach’s wife” to her husband. She stays busy running her three young daughters to various sporting events. 

A WEALTH OF INFORMATION

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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

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