Anna Poppell focuses on building meaningful client relationships and helping individuals and families navigate important financial decisions with confidence. Her approach centers on understanding each client’s unique goals and delivering a high level of personalized service to ensure clients feel informed, supported, and cared for throughout their financial journey. 

Anna brings nearly a decade of wealth management experience to her role as an Advisor on the BCHP Team at Moneta. She began her career as a Financial Analyst at Spire before joining Moneta in 2017 as a Client Service Manager, where she spent six years helping clients navigate their financial lives through a comprehensive wealth management approach. In 2023, she expanded her expertise at ArchBridge Family Office, working with ultra-high-net-worth families and complex planning needs. She returned to Moneta as an Advisor in 2026, drawn back by the firm’s collaborative culture, talented team, and deep commitment to clients. 

Anna earned her bachelor’s degree in Finance and Entrepreneurship from the University of Dayton and holds a Series 65 license. 

Outside of work, Anna enjoys spending time with her significant other and their two Cavalier King Charles Spaniels. She values staying connected with family, friends, and the local community. Anna loves to travel and explore new destinations. When time allows, you’ll find her on the golf course.