
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...


Sarah Kirn loves getting to know our clients as a Client Service Manager. The personal relationships formed are her favorite part of her role.
Sarah joined Moneta in November of 2019. After 16 years in retail banking, she was ready to learn and grow in a different industry. The Gast Freeman Troyer Racen Team at Moneta has been the perfect fit. Her previous roles, ranging from personal banker to branch manager, provided a solid foundation of skills and sincerity to expertly manage details and provide comprehensive client support. In 2003, Sarah earned her Bachelor of Arts degree from Illinois Wesleyan University.
Sarah and her husband enjoy family game nights and visiting the beach with their daughter. Sarah also likes to read and bake.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

November 5, 2025
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