Everland Sandry
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As an Associate Advisor on the Everland Sandry Team at Moneta, Brandon Bineau assists clients in defining and pursuing their financial goals, implementing their financial action plan, and monitoring their progress throughout life so they…
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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…
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Valerie Mizell facilitates all aspects of internal and external communications for the Everland Sandry Team at Moneta while providing exceptional customer support as a Client Service Administrator. She has a track record of being highly…
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Kate Gillette builds trust with her clients by responding quickly to their needs and helping them feel comfortable with the financial planning and wealth management process. Serving others and taking pride in her work has…
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Jaye Everland is honored to guide clients on optimizing their financial resources to best serve their larger life goals. She utilizes her expertise in investment management, cash flow strategies, tax and estate planning, and financial…
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Jason Sandry works with clients to help them identify the mission behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life, but…