View in portrait for best experience

Brigid Andrews

Client Service Manager

Brigid Andrews strives to provide clients with the highest level of service possible as her teams helps them reach their financial goals. As a Client Service Manager on the Sadler Harmon Chalmers Team at Moneta, she enjoys building long-lasting relationships with clients, earning their trust, and bringing them comfort with complex needs.

Brigid joined Moneta in 2021 because of the firm’s incredible reputation and focus on professional development. She earned her Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Tulsa.

Outside of work, Brigid loves to travel, try new restaurants, and spend time with family and friends.

 

 

A WEALTH OF INFORMATION

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

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

January 3, 2025

The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

January 3, 2025

Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

VIEW ALL ARTICLES

Let’s make every moment count together…