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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

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Monthly Recap – September 2025

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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

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Moneta Merges in New Jersey RIA, Expanding National Footprint 

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Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

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