View in portrait for best experience

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 – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

T is for Tax, C is for Charitable 

T is for Tax, C is for Charitable 

April 29, 2025

When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

VIEW ALL ARTICLES

Let’s make every moment count together…