
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...


Kyle Marra builds trust and confidence with his clients by focusing his advice on their personal goals, needs, and situation.
Before joining Moneta as an Advisor on the Sheehan Steffens Akins Han Team, Kyle earned his Bachelor of Science degree in Business Administration with a major in Finance and minor in Economics from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER® which is one of the most respected professional designations in the wealth management industry.
Away from work, Kyle serves the community with the Ronald McDonald House. He enjoys golfing and spending quality time with family.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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