View in portrait for best experience

Lauren Cherry

Client Service Manager

Lauren serves as a Client Service Manager and brings a strong foundation in accounting and a commitment to helping clients reach their financial goals. She holds both a Bachelor of Science and a Master of Science in Accounting from the University of Kansas.

During her time at KU, she was actively involved in campus life—most notably through her leadership roles in Kappa Alpha Theta, where she served first as Chief Financial Officer and later as Chapter President. She was named to the Dean’s List every semester and also spent a summer studying abroad at John Cabot University in Rome, Italy.

Professionally, she began her career at Deloitte, where she focused on auditing financial services and telecommunications clients. She later transitioned to a talent-focused role at EY, serving as a Campus Recruiter for Missouri and Kansas. This unique blend of technical expertise and relationship-building experience now fuels her client-first approach at Moneta.

Originally from Wildwood, Missouri, she currently resides in Overland Park, Kansas. Outside of work, she enjoys spending time with friends and family, taking long walks with her mini Bernedoodle, Winnie, attending yoga classes, and traveling whenever she gets the chance.

EDUCATION

  • B.S., Accounting – University of Kansas
  • Master of Accounting – University of Kansas

A WEALTH OF INFORMATION

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

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

VIEW ALL ARTICLES

Let’s make every moment count together…