
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...



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.

February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

January 28, 2026
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...

January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...