View in portrait for best experience

Stephanie Martin

Senior Client Service Manager

Stephanie finds Moneta’s team culture very motivating. She is inspired by Moneta’s dedication to their clients and is impressed that Moneta continues to improve its already-exceptional client service.

At Southern Illinois University – Edwardsville, Stephanie earned her Bachelor’s in Business Administration with an emphasis in Finance. After college, she was a personal banker at The Bank of Edwardsville. In 2011, Stephanie joined Moneta to dedicate herself to client service and Moneta’s three core values.

Stephanie and her husband, Ben, have three children, Blake, Eva, and Sam. They enjoy spending time outside, whether they are cheering on the Cardinals or going to the zoo. Stephanie loves spending time with friends and embracing her role as a bleacher mom at t-ball, basketball and gymnastics practices.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Learning From a Legacy – 2026

Learning From a Legacy – 2026

January 15, 2026

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

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

January 12, 2026

by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

Fourth Quarter Investment Report – 2025

Fourth Quarter Investment Report – 2025

January 9, 2026

Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...

Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

VIEW ALL ARTICLES

Let’s make every moment count together…