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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

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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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