Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
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 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®
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
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