
Monthly Recap – May 2026
June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...


Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial modeling, strategic planning and client reporting enhancements.
Brett’s time at Moneta began in 2015 with more than four years on the Enterprise Service Team. His role started with managing performance reporting systems before he moved into analytics, where he worked with SQL databases, SAP BusinessObjects reports and building custom Excel models for strategic planning.
Brett earned his bachelor’s degree in Business Administration with emphasis in Economics from the University of Missouri-Columbia.
Outside of work, Brett enjoys spending time with his wife and their two dogs. Brett plays ice hockey and golf and follows a variety of professional sports. Brett also campaigns for Special Olympics Missouri’s annual Over the Edge event, where he rappels from a rooftop with other fundraisers and athletes.
Dive into the latest insights from our expert team with our personal touch.

June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...

June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...