The rapplean team

A Team Built for You

We designed our team with the specific needs of clients like you in mind.

Let’s Chat

Maggie’s Story: Your Partner and Trusted Guide

The passion behind my journey in financial planning and partnership at Moneta is truly a love story.

When I lost my father to cancer at an early age, my mom was hit with the financial shock of navigating the many complexities of managing wealth. Watching this taught me the importance of financial literacy and the value of a trusted guide, which brought me into my career as a financial p.

Care of clients was always what drove me while serving on the Moneta Advisory Services Team. The more I learned about my clients, the more ideas I had about how I would design my own team to focus on them and their specific needs. That is why I became a Partner at Moneta.

Our mission is to empower our clients to make good financial decisions in line with their long term goals and values.

We help our clients find peace through financial freedom.

Who We Serve

Women

Maggie champions women in every way. She will always have an extra dose of empathy for women managing a family’s wealth because of her mom. Maggie is passionate about coming alongside other women to serve as a trusted guide while helping plan their financial lives and navigating life’s path.

Maggie is also a serving board member for Girls on the Run to help girls nationally and internationally start their independence at a young age.

Couples

Maggie prioritizes clear communication between couples to ensure they are on the same page with their finances. She helps them establish and reach shared goals through the power of financial planning together with full transparency and engagement from both partners.

Business Owners

Maggie has worked with business owners since the start of her career as a financial advisor. Originally focusing on 401(k) planning, she honed her ability to explain complex ideas in straightforward ways. She also gained insight into the many financial pressures business owners face and now wants to leverage that understanding to help simplify their lives and ease those burdens.

Welcome to the Rapplean Team at Moneta: a team built for you.

A Wealth of Information

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

View all articles