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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. 

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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

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...

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