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Mimi Mudd

Client Service Manager

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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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

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 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

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