Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...
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
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...
Giving Tuesday: Generosity All Year
December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...