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Valerie Mizell

Operations Manager

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.

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A Semi-Charmed Earnings Season

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...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

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

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

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

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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