meet the team behind moneta copy

We’re Moneta, and we’re invested in your growth.

Our mission is to help purpose-driven finance professionals and businesses transform the lives of their clients and customers.

Why?

Because we believe financial well-being is the only way to achieve a freedom-driven lifestyle.

And we know that ethical financial services companies help people reach their full potential.

founder + lead strategist

I have a serious love for personal finance.

What can I say? I’m obsessed.

And I’m a huge fan of financial advisors and coaches who help people make their dreams come true. As the proud daughter of a CPA, I know the lifelong impact you have. (Cheesy, I know. Sorry, not sorry. 🤷‍♀️)

The relationships you form with your clients goes beyond just financial. You make such a massive difference in their lives — one that often gets overlooked in the industry.

I grew up learning to live frugally, and in my adult life I learned that even on small budgets there are ways to make your paycheck stretch farther.

Inspired, I left teaching to become an entrepreneur, and started Moneta.

Now, my team and I are out to connect you to your ideal client with story-driven marketing.

Because everyone deserves to discover just how powerful the right financial support can be.

hillary gale meehan

  • ashley bertilson

    account manager

    Where you’ll find her on a Friday night: Unwinding on the patio with her husband after convincing four little humans to get some sleep

    What financial freedom means to her: Enjoying peaceful spending because of her diligent saving

    Her favorite splurge: Kitchen gadgets + Travel

  • joyce bertilson

    finance writer

    Where you’ll find her on a Friday night:
    After a delicious dinner at a local haunt, you'll find her curled up in her trusty recliner, chatting with her husband about everything and nothing—because after all these years, he’s still her favorite conversation.

    What financial freedom means to her:
    Celebrating her bank account instead of stressing over it!

    Her favorite splurge:
    Running away for a weekend beach retreat with her hubby. If it includes a day on the links watching the waves crash against the shore, that's icing on the cake!

  • kayla anderson

    graphic & web designer

    Where you’ll find her on a Friday night:
    After having a sweet treat (or two), she’ll be wrapped up in a blanket on the couch scrolling endlessly on TikTok.

    What financial freedom means to her:
    The ability to say yes to enjoying life without feeling obligated to make more money first.

    Her favorite splurge:
    A new perfume or a cute purse.

  • julianna crowder

    finance writer

    Where you'll find her on a Friday night: Once her daughter is fast asleep, she'll be in one of two places: in her recliner with her YouTube "Watch Later" list and a bowl of ice cream or (finally) unloading the dishwasher to her favorite playlist.

    What financial freedom means to her: The ability to give to people and causes she cares about without hesitation.

    Her favorite splurge: Locally made art prints from the nearest funky boutique!

Want to get to know us better? Take a listen to our Moneta Copy team playlist!

jam with us!

we don’t woo your clients with financial jargon.

Our approach is simple: Focus on the relationship.

Your ideal client is more concerned with how they’re going to save for retirement and afford that house in 5 years than they are about nailing the right asset allocation.

Sure, they’re related, but they don’t understand that yet.

If your marketing focuses on the right language, they’ll see YOU as the guide they need to fulfill their goals and dreams.