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Maddie Westerhold

Associate Advisor

CFP®

Maddie Westerhold, an Associate Advisor at Moneta, is dedicated to simplifying financial lives and securing futures for successful families and individuals. Holding a Magna Cum Laude dual degree in Finance and Accounting from the University of Kentucky, she brings a strong academic foundation to her role.

With a career focused on personalized financial advice and generational wealth management, Maddie previously served as an Associate Wealth Manager at a Dallas-based RIA. Prior to that, she honed her skills at JP Morgan Chase, specializing in investment strategies for institutional and ultra-high net worth clients.

As a CERTIFIED FINANCIAL PLANNER® (CFP®), Maddie prioritizes building lasting relationships with her clients, recognizing that true wealth encompasses more than mere assets—it embodies memories, experiences, legacies, and relationships.

Outside of work, she actively engages with her community through her church and supports charitable causes like Make-A-Wish. In her leisure time, Maddie enjoys golfing, walking her dog Nellie, and spending quality time with her fiancé, Jordan, while cheering on the Blues or catching college basketball games.

EDUCATION

  • B.A., Finance, University of Kentucky
  • B.S., Accounting, University of Kentucky

PROFESSIONAL DEVELOPMENT

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

A WEALTH OF INFORMATION

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

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

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

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

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

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

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

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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