
The Three Planning Arenas™
August 25, 2026
A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many busines...



Shauna brings more than twenty years of business experience to her role as a dedicated Client Service Administrator for the Dunston Team at Moneta.
In addition to owning her own successful business, Shauna has extensive customer service experience in real estate management, trust company operations, retail management, and cost accounting.
Shauna loves building new professional and client relationships. She thrives on providing excellent customer service to Moneta clients.
Dive into the latest insights from our expert team with our personal touch.

August 25, 2026
A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many busines...

August 24, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...