
Monthly Recap – March 2026
April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...


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

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...

March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...