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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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First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

April 6, 2026

A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

March 18, 2026

By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

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