View in portrait for best experience

Brett Woodruff

Vice President of Innovation

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.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

Bubbles and Bankruptcies

Bubbles and Bankruptcies

October 29, 2025

Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

VIEW ALL ARTICLES

Let’s make every moment count together…