View in portrait for best experience

JC Sherman

Client Service Manager

With a strong foundation in entrepreneurship and a passion for financial planning, JC Sherman brings a thoughtful and proactive approach to helping Moneta clients navigate their financial journeys.  

Prior to joining the Gast Freeman Troyer Racen Team as a Client Service Manager, JC started on Moneta’s Alternative Investments Team. This experience gave him valuable insight into the finance industry and deepened his understanding of the alternative investment space. It also helped him build a strong internal network while gaining perspective on how different teams collaborate to serve clients effectively. 

JC graduated from Missouri State University with a degree in Entrepreneurship and is now pursuing his professional designation as CERTIFIED FINANCIAL PLANNER® (CFP®). He identified Moneta as a place where he could grow professionally and make a meaningful impact as he began his career.  

Outside of work, JC enjoys spending time with family and friends, golfing, and working on his car and motorcycle restoration projects. He recently purchased his first home and has been tackling a variety of renovations. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

What Is Philanthropy? Ways to Engage

What Is Philanthropy? Ways to Engage

June 11, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

Monthly Recap – May 2026

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

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...

VIEW ALL ARTICLES

Let’s make every moment count together…