Kirsten feels the most fulfilled after receiving feedback from clients that they are at ease with their finances and confident that Moneta has their best interests at the heart of all they do. With a desire to build deeper client relationships and help clients with their overall financial health, Kirsten joined Moneta as a Client Service Manager in 2015 after years of working in retail banking at Fifth Third Bank and PNC Bank. In 2017, Kirsten obtained her Financial Planning Qualified Professional (FPQP™) certificate to further her financial knowledge and better serve her clients. She was promoted to Operations Manager in 2020 where she continues to focus on helping her clients as well as the team as a whole.
Outside of Moneta, Kirsten enjoys spending time with her fiancé, daughter, two stepsons, and their two dogs. She loves going to concerts, cooking, baking, and traveling.
- Financial Paraplanner Qualified ProfessionalTM