View in portrait for best experience

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

Dive into the latest insights from our expert team with our personal touch.

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

VIEW ALL ARTICLES

Let’s make every moment count together…