
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...