Stephen Hoerr joined the Sward team as an Advisor in 2021. He enjoys working at Moneta because of its adherence to the fiduciary duty, the Family CFO structure and the opportunity to plan multiple aspects…
Lisa Bedell loves being a part of the Sward Team and working every day to provide “Raving Fan” service for the best clients in the business. She especially enjoys optimizing the team’s processes and procedures,…
Margaret Lyons is excited to be part of the Sward Team, and values learning about clients’ life experiences. She enjoys hearing about the goals and dreams clients have for their children and grandchildren. She thrives…
Moneta Partner Julie Sward works with each of her clients as their Family CFO. Selected as a Five Star Wealth Manager annually since 2012 and as a Best-in-State Advisor by Forbes/SHOOK Research, Julie uses her…