Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
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.
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
A Silver Lining for Your January Gloom
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by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...
Learning From a Legacy – 2026
January 15, 2026
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