
Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
As a Client Service Manager on the Finerty Retirement Team, Lisa Lockett primarily works with group retirement plan businesses. In this role, she is responsible for assisting plan advisors on client reviews, as well as providing clients and plan participants with world class service.
Prior to joining Moneta in August of 2021, Lisa worked for a small Third-Party Administrator for ten years.
Lisa holds a Qualified 401(k) Administrator (QKA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA). She also has a B.S. in Management.
Away from the office, Lisa loves to spend time with her two grown daughters and her grandchildren. Her favorite things to do are exploring all St. Louis has to offer, whether it is enjoying an outside concert, going to the St. Louis Zoo, visiting the museums, or hiking through the beautiful trails.
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August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...