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


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.

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

January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...