Monthly Recap – May 2026
June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...
Sarah Kirn
Client Service Manager
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. 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.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...
A Semi-Charmed Earnings Season
May 12, 2026
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...