
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
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.
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June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
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An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...