The Three Planning Arenas™
August 25, 2026
A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many busines...
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.
Donor Strategies for Impact
August 24, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...