Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Brigid Andrews
Senior Client Service Manager
CFP®
Brigid Andrews strives to provide clients with the highest level of service possible as her teams helps them reach their financial goals. As a Senior Client Service Manager on the Sadler Harmon Chalmers Borglum 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.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...