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Melissa Schlag

Client Service Manager

Melissa Schlag flourishes in building relationships as a Client Service Manager on the Kittner Team at Moneta. She joined Moneta with 16 years of experience as a Practice Manager, a role in which she helped clients identify and reach retirement goals while maintaining a presence of team support and dedication.  

Melissa earned her Bachelor of Arts Degree in Journalism and a Master of Arts in Communications at Lindenwood University. Away from work, she enjoys spending time with her husband planning the next house project and playing with their dog. 

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Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

Game of “Thrones”:  The Standoff between Trump and Powell

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...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

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