View in portrait for best experience

Megan Benz

Data Integrity and Compliance Specialist

Megan Benz serves as a Data Integrity & Compliance Specialist at Moneta, where she ensures the accuracy of client data, supports compliance initiatives, and drives operational efficiency. In her role, Megan manages and organizes client systems and files, implements process improvements, and collaborates to maintain best practices. Her expertise in enhancing workflows and her attention to detail allow her to streamline daily operations while ensuring compliance with industry regulations.

Megan began her career in healthcare, holding roles at Parc Provence, an Alzheimer’s and Dementia care facility, and Barnes Jewish Hospital in Patient Financial Services. She later transitioned into the financial services industry as a Client Service Administrator at Moneta, building a strong foundation for her current role.

Megan lives in Saint Peters and enjoys spending her free time with family and friends, reading, traveling, attending concerts, supporting the St. Louis Blues and Cardinals, being outdoors, and engaging with her community.

EDUCATION

  • BHSc, University of Missouri – Columbia

COMMUNITY INVOLVEMENT

  • Immanuel Lutheran Church, Olivette, Member of multiple committees and community outreach programs

A WEALTH OF INFORMATION

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

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

January 12, 2026

by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

Fourth Quarter Investment Report – 2025

Fourth Quarter Investment Report – 2025

January 9, 2026

Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...

Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

VIEW ALL ARTICLES

Let’s make every moment count together…