View in portrait for best experience

Sandra Roberts

Administrative Assistant

Sandra Roberts joined Moneta in 2024 and serves as an administrative assistant to Partner Jeff Wist on the Finerty Team. In this role, she manages scheduling, organizes tasks, and implements strategies that enhance team efficiency, while also contributing to various special projects.  

Prior to joining Moneta, Sandra gained diverse experience across multiple career paths, beginning in the corporate world, transitioning into entrepreneurship, and later focusing on raising and educating her four children. Most recently, Sandra worked in the Jerseyville School District, supporting special needs students—a cause she is deeply passionate about. 

Sandra holds a Bachelor of Science in Business Administration with concentrations in both Finance and Marketing, as well as a Master of Science in Economics from Southern Illinois University Edwardsville.   

Outside of work, Sandra devotes much of her time to attending her children’s sporting events. She enjoys taking long walks with friends while trying to solve world problems and watching her sons waterski jump. She treasures family vacations to St. Croix – because who doesn’t need a little beach therapy? 

A WEALTH OF INFORMATION

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

Learning From a Legacy – 2026

Learning From a Legacy – 2026

January 15, 2026

Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...

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...

VIEW ALL ARTICLES

Let’s make every moment count together…