
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Jessica is energized by building relationships with her clients and teammates, striving every day to set the standard for “raving fan” service. She thrives working in a team environment, having the opportunity to learn and grow from her teammates and creating operational efficiencies to help others do their work better.
Jessica joined Moneta in April 2021 as a Client Service Manager. Prior to Moneta, Jessica worked in Financial Advisor Talent Acquisition and Mutual Funds Services at Edward Jones. She is also a proud graduate of the Trulaske College of Business at the University of Missouri Columbia. She received a Business Administration degree with minors in Psychology and Entrepreneurship, as well as certificates in Multiculturalism, Human Resources, and Leadership. Since graduating from Mizzou, she has worked in client service, recruiting, and training, which has given her the skill set to provide the best experience for her Moneta clients.
In her free time, Jessica enjoys exploring restaurants and local parks with her family. She also gives back her time and talent to business students at Mizzou by serving on the Recent Alumni Advisory Board. She also volunteers with her local church through Lady Auxiliary of Knights of Columbus.
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