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…
Lisa Mason enjoys writing and helping others communicate clearly. Editing is her favorite “puzzle,” and she is an Oxford Comma devotee. As the marketing associate for the Gast Freeman Troyer Racen Team at Moneta, Lisa…
Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through…
Throughout his adult life, Kyle Luetters has had a passion for financial literacy and complex problem solving. Kyle has experience in investment model management, alternative investments, insurance strategies, and tax planning. He lends this expertise…
As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients. Having been on the other side of the table, Peter understands…
Amanda Luetkemeyer joined Moneta in May 2021 as a Client Service Administrator and was promoted to a Client Service Manager in June of 2022. In 2019, she received her Bachelor of Science in Business Administration…
Danton Troyer brought his individual practice to Moneta in 2018, after more than a decade on his own. Adding the support of an Enterprise Service Team and the resources of Barron’s nationally ranked independent RIA…
Not everyone experiences food stamps growing up, but Travis Freeman did. “Those challenging financial times sparked a powerful interest in money at a young age. Today, I’m blessed with a unique skillset and a talented…
Sarah Kirn loves getting to know our clients as a Client Service Manager. The personal relationships formed are her favorite part of her role. Sarah joined Moneta in November of 2019. After 16 years in…
As a Client Service Manager for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners…
Jaymee has been serving people through financial planning since entering the field in 2012. With a focus on clear communication and a client-centric approach, Jaymee assists with empowering clients to make informed decisions that pave…
Emiley Best joined Moneta in June 2017 as the Operations Manager for the Gast Freeman Troyer Racen team. She received her Bachelors of Science in Business Administration from the University of Missouri—St. Louis, and holds…
Mike truly enjoys developing strong relationships with his clients through transparent and quick communication. He provides detailed projections for complex financial and tax issues and explains them to clients in an easy-to-understand way. Having a…
Conor Eagan is passionate about working at Moneta because it allows him to grow in his career and develop his financial knowledge while also making a difference in his clients’ lives. Conor earned a Bachelor…