
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...


With a strong background in higher education administration, customer service, and project management, Mimi brings professionalism, care, and a client-first mindset to every interaction as a Client Service Manager for the Sadler Harmon Chalmers team.
Mimi joined Moneta in 2025, drawn by the firm’s commitment to putting clients’ needs at the center of everything they do. She is passionate about building lasting relationships and ensuring that each client receives attentive, personalized support.
Mimi holds a Bachelor of Arts in Leadership Studies from the University of Richmond and a Master of Science in Higher Education Administration and Policy from Northwestern University.
A St. Louis native, Mimi enjoys exploring new bakeries and restaurants, reading, taking walks with her dog, and spending time with family and friends.
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December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

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