
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...


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.

July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...