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.

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

Exploring Succession Planning in RIAs: Insights from Moneta CEO Eric Kittner on the Deep Dive Podcast 

Exploring Succession Planning in RIAs: Insights from Moneta CEO Eric Kittner on the Deep Dive Podcast 

November 1, 2025

In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined th...

VIEW ALL ARTICLES

Let’s make every moment count together…