
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...


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
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