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...
Tracy Pauli
Client Service Administrator
Tracy brings a wealth of experience to the Compardo, Wienstroer & Janes Team. Having worked directly with Diane for the majority of her over 20-year tenure at Moneta, Tracy has become a friendly and familiar voice to clients and colleagues alike.
Tracy’s personal interests include rooting for the Cardinals, bowling and traveling with her husband Jeff.
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Monthly Recap – October 2025
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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...
Addressing Hunger
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by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...
Bubbles and Bankruptcies
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