Maddie Westerhold, a Senior Client Service Manager 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 supporting charitable causes. 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®)
