As a Family CFO, Karl Dunajcik and his team work closely with their clients to provide them with the best service possible. The team’s goal is to give personal attention to every client and build lasting relationships.
With extensive background in the financial industry, Karl helps find the best solutions for his clients’ complex needs, regardless of the size or scope of the problem. With the support of two Client Service Managers, the team combines their experience and abilities to serve in the clients’ best interests.
The team has over 50 years of experience at Moneta and is dedicated to providing “Raving Fan” service.