
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...


Valerie is driven by her commitment to delivering exceptional client experiences and fostering a collaborative environment within our organization. With a background spanning 17 years in the insurance and financial services industry, she brings a wealth of diverse expertise to her role as Operations Manager with the Everland Sandry Team at Moneta.
Valerie earned her bachelor’s degree from Arizona State University.
Away from work, Valerie tries to be outside and as active as possible. She is a yogi, cyclist, snowboarder, hiker, explorer, and traveler.
Dive into the latest insights from our expert team with our personal touch.

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...