
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


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

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

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