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Elizabeth Lynch

Senior Advisor

CFP®, ABFP™

As an Advisor on the Sadler Harmon Chalmers Team, Liz Lynch strives to build trusting relationships with clients and provide ‘Raving Fan’ service at all times. A problem solver by nature, Liz finds that discovering solutions to client’s financial complexities not only provides them with relief and a sense of security, but also is the ultimate reward in her career.

Liz earned a Bachelor of Science in Business Administration with an emphasis in Economics from the University of Missouri – Columbia. Prior to joining Moneta, she served as a Senior Accountant at Cassidy Turley, for three years, where she gained great perspective into the world of finance. Looking for a more fulfilling opportunity in which she could help clients achieve their financial goals, Liz joined Moneta Group as a Client Service Manager in 2014.

After further enhancing her technical skills by obtaining the CERTIFIED FINANCIAL PLANNER® designation in 2017, Liz’s role on the team evolved to Advisor. Today, she continues to expand her knowledge-base and skill set to better serve her clients.

Outside of Moneta, Liz enjoys volunteering, traveling, and spending time with her family and friends.

  • B.S., Business Administration, emphasis in Economics, University of Missouri – Columbia
  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Behavioral Finance Professionnal™

A WEALTH OF INFORMATION

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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

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