What Is Philanthropy? Ways to Engage
June 11, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...
Brittany Root
Senior Client Service Manager
Brittany Root joined Moneta Group in 2015 after several years in retail management. She loves her team’s dedication to their clients, and she enjoys deepening her knowledge of financial planning.
Brittany graduated from Missouri State University with a Bachelor of Science in Marketing and Administrative Management. At Missouri State, she discovered her passion for the finance industry which drove her career to Moneta Group. Brittany is an avid learner who plans to return to school to earn her MBA.
Originally from Lebanon, MO, Brittany enjoys exploring St. Louis, playing with her dog Maddie, and traveling.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – May 2026
June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...