Courageous Citizenship and Finding Common Ground
March 5, 2026
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...
Sierra Vinyard
Client Service Administrator
FPQP®
As a Family CFO Client Service Administrator for the Finerty Team at Moneta, Sierra Vinyard supports her team’s and firm’s mission of empowering people to navigate life’s path by assisting with reports, mail, client information and review preparation.
Sierra graduated from Southern Illinois University Edwardsville with a degree in Business Administration focusing on Finance. An internship at Slagle Financial expanded her financial knowledge while developing her teamwork and time management skills.
During her free time, Sierra enjoys hiking, shopping, and spending time with friends and family.
- Financial Paraplanner Qualified Professional
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Monthly Recap – February 2026
March 5, 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed i...
Quick Take: U.S.-Israel Strikes on Iran
March 3, 2026
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against I...
Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor
February 17, 2026
by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...