Brooke Hunady, CFP®

Even for those who enjoy their profession, most may not always feel eager to come to the office each and every day.  That is not the case for Brooke.  “Watching a family achieve the goals they have spent a lifetime working toward and realizing I have been instrumental in helping them is incredibly gratifying.” 

Brooke spent four years in Commercial and Institutional Banking at Bank of America and then another four years as vice president of commercial banking at Enterprise Bank & Trust before joining Moneta Group. “As our clients’ Family CFO, we create a roadmap to help them plot a course to their goals. When necessary, we’ll take the wheel to ensure they reach their destination. Whether it's retirement or estate planning, investment management or tax counsel, we work with our clients and their outside advisors to ensure the end result is always what’s in the client’s best interest.”