
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Vickie Farmer enjoys watching our client’s lifelong dreams come true while building relationships with them as a Client Service Manager on the Kittner Team at Moneta.
Vickie brings a strong background in customer service within the financial services industry. She worked at Bank of America for 10 years, starting as a Customer Service Representative before moving up to Financial Center Assistant Manager. In these roles, she helped clients achieve their goals for success and assisted them with power of attorney and trust accounts.
Away from work, Vickie enjoys spending time outside with her husband and three children.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...