
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...


Ashley Stokes serves as Client Service Manager on the Everland Sandry team at Moneta, where she helps clients stay organized, informed, and confident through the thoughtful execution of their financial plans and proactive, attentive service.
Ashley was drawn to Moneta by its client-first philosophy, collaborative culture, and commitment to delivering comprehensive, personalized financial advice — values that align with how she approaches her work every day.
Ashley holds a Bachelor of Science in Business Administration with an emphasis in Finance, a minor in Leadership, and an option in Personal Financial Planning from the University of Colorado Boulder. She furthered her education with a Master of Science in Organizational Leadership, concentrating in Strategic Leadership, also from CU Boulder.
Outside of the office, Ashley enjoys spending time with family and friends, staying active, and coaching lacrosse.
Dive into the latest insights from our expert team with our personal touch.

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...