
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...


Brandon Miles joined Moneta as a Client Service Manager for the Heffernan Team to build professional relationships and further his knowledge of the financial industry while helping clients achieve their goals. He enjoys problem solving for clients while learning more about their specific circumstances and aspirations so he can serve them better.
Brandon earned his Bachelor of Science from Miami University’s Farmer School of Business in Oxford, Ohio.
Away from work, he spends his time traveling, listening to music, cheering on St. Louis sports teams, and finding ways to stay active.
Dive into the latest insights from our expert team with our personal touch.

February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

January 28, 2026
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...

January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...