Everland Sandry Team
Your Life. Your Wealth. Your Team
Managing your professional and personal life isn’t easy, especially as your financial picture keeps getting more complex. When everything seems to be moving fast, you want to focus on what matters most instead of trying to juggle everything at once.
We get it. The Everland Sandry Team provides wealth counsel that’s nimble, responsive, and uniquely tailored to each client. We’re not afraid to get our hands dirty in the details, and we handle a plan’s execution, so you know someone’s got your back, freeing you to focus on your priorities, your interests, and your passions.
Team Members
Valerie Mizell
Operations Manager
Rafe Kinder
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…
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Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want …