
A Semi-Charmed Earnings Season
May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...


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.

May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...