Client Service Manager
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Tina Rogers enjoys talking with clients, developing relationships with them, and being responsive to their needs as a Client Service Manager. She joined Moneta in 2024 because of the firm’s emphasis on serving as fiduciary…
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Hannah Lockwood has always been passionate about consistently bettering herself and those around her. She understood the power of financial stability from a young age and now finds the most joy in making things happen…
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Bryanne Stotler embraces her clients’ trust and confidence throughout their relationship while striving to provide world-class care and communication for every tailored service and need. Bryanne joined Moneta as a Client Service Manager in 2023…
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Brady James-Woolace strives to serve his clients by addressing all concerns or needs they may have in the operations of their accounts, and in transacting daily business. Brady, who is originally from Kansas City, Missouri,…
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Limor Levy joined Moneta as a Client Service Manager in 2023, aligning with the firm’s culture and values for empowering people to navigate life’s path and protect what they cherish. She brought five years of…
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Catherine Avery takes a personal approach when assisting clients as a Client Service Manager for the Berry Machnowski Team at Moneta. She strives to deliver the best service possible for every client she engages. Catherine…
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Shannon Nolder brings an enthusiastic, independent, and team-oriented approach to her work as a Client Service Manager for the Hadary Team at Moneta. She provides top-notch service with her expertise in Salesforce Service Desktop, Client…
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Rafe Kinder strives to make the financial planning process as easy and stress free for clients as possible by serving their needs in a timely manner. He earned his Bachelor of Science degree in Business…
