Gast Freeman Troyer Team

Gast Freeman Troyer Team At Moneta, we are not only financial advisers, we are fiduciaries. We maintain the highest standards.

Our practice strives to help individuals and families that are trying to make sound financial decisions. We have found that many of our clients are working on multiple financial goals and need someone to help put everything into focus rather than looking at each financial area individually. This is why we focus on the whole picture to help make sure our clients are making educated financial decisi

ons. We are committed to the families we work with and take the time to learn about their entire financial life so we can provide the most appropriate guidance possible.

06/25/2026

People said the same thing about the internet.

Now they’re saying it about AI.

New technology can feel uncomfortable at first, especially when it affects the work you’ve spent years building.

But for executives and business leaders, AI is also raising important questions:

What is this role becoming?
What do I still want to contribute?
How do I adapt without losing sight of what matters most?
In this clip, Danton explains how AI may accelerate change and how preparing for it can be part of thoughtful planning.



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

06/23/2026

Here's something worth sitting with for a moment.

Some of our clients have been retired for 30 years.

That's not a typo. Thirty years of living, spending, adapting, and making financial decisions without a paycheck — roughly the same amount of time many people spend working.

When you think about retirement that way, the stakes of getting the plan right feel very different. And the idea that one simple rule or formula could cover all of that starts to feel a little less reassuring.

That's the conversation Danton and Kyle are having on the next episode of Wit, Wisdom & What Matters Most — and it's one worth hearing before you need it.

🎧 New episode drops Wednesday June 24th. Follow our page so you don't miss it. 👇

06/22/2026

Have you ever made a financial decision based on something you heard growing up?

Pay off the house. Don't touch your savings. Follow the 4% rule.

A lot of the advice passed down through generations came from a good place — but it was built for a different time, a different economy, and a different retirement landscape than most families are navigating today.

On our next episode of Wit, Wisdom & What Matters Most, Danton and Kyle explore why the rules that sound simple don't always hold up when real life enters the picture — and what better planning actually looks like.

🎧 Dropping Wednesday June 24th. Stay tuned!

06/19/2026

The families we work with don't all look the same.

Some are in their peak earning years, trying to make the most of a narrow window. Some are navigating a major career transition. Some are closer to retirement and wondering if they're actually ready.

What they share is this — they want a financial plan that gives them real choices. Not just a number to hit, but the flexibility to live the life they actually want when the moments that matter most arrive.

That's what we focus on. Not just managing wealth, but making sure it works for you when you need it most.

If that's the kind of relationship you're looking for, we'd love to connect. 💬

👉 https://bit.ly/4dOTGrg

06/18/2026

Every season of life asks something different of you.

Building your career. Raising a family. Sending kids to college. Thinking about what comes next.

Each one brings its own financial questions — and the answers that made sense five years ago don't always fit where you are today.

That's why we don't believe in a set-it-and-forget-it approach to financial planning. The plan should grow and shift with you, just like life does.

If it's been a while since you've sat down and really looked at whether your plan still fits the season you're actually in, we're always happy to have that conversation. 🙏

👉 https://bit.ly/4adBYLN

06/17/2026

Here's something we hear from clients more than you might expect —

"I wish I had known sooner that I had options."

Not just financial options. Life options.

The ability to step back from a role that was wearing them down. To make a career change without it feeling like a crisis. To retire a few years earlier than they originally planned because the foundation was there to support it.

That kind of freedom doesn't happen overnight. It's built quietly over years of intentional planning — making the right decisions with equity, income, and savings during the seasons when it matters most.

If you've ever wondered whether your financial plan is actually giving you real flexibility or just managing numbers, that's a conversation worth having.
We'd love to help. 💬

👉 https://bit.ly/4adBYLN

06/16/2026

A lot of people wonder if the career they built still aligns with the life they want.

Sara Bell shares what it was like to realize that climbing higher in corporate leadership no longer felt aligned with the future she wanted for herself and her family.

This is an honest conversation about burnout, identity, financial planning, and making thoughtful life transitions.

Talking to a trusted advisor can bring perspective and a reminder that planning means you do have options.

Explore the full episode and subscribe for more conversations like this.



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

We are excited that Adam Shuchart has joined our team as the newest Client Service Manager. He is incredibly excited to ...
06/16/2026

We are excited that Adam Shuchart has joined our team as the newest Client Service Manager.
He is incredibly excited to join Moneta and this amazing team!! Adam is eager to meet our clients and provide the best, most personal service he can. Adam chose a career in financial services because he genuinely enjoys helping others reach their goals and he looks forward to building long lasting relationships with the team and all our clients!

06/15/2026

People often assume burnout comes from working too much.

Sara Bell explains why it’s usually connected to compromised values, a lack of control, or a feeling of being disconnected from meaningful work.

That perspective changes the way many people think about stress, leadership, and long-term success.

How do you manage these realities? Let us know if you’d like to talk - and not just about your finances.

Watch more thoughtful conversations like this on our channel.



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

06/13/2026

Burnout doesn’t always look like complete exhaustion.

Sometimes it feels like overwhelm, emotional fatigue, a loss of your sense of direction, or a constant feeling that you need to hold everything together yourself.

Sara Bell shares some of the warning signs high performers often miss until they reach a breaking point.

We can help sort through what matters most to you and plan so you have options.

Subscribe for more conversations around leadership, personal growth, and navigating major life transitions.



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission

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Friday 9am - 5pm

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