COMPARDO, WIENSTROER,
CONRAD & JANES

WHO WE ARE >OUR TEAM

“Our highly-collaborative culture and multigenerational team structure allows us to provide an exceptional client experience”

-- Diane Compardo, CFP®, CPA, PFS, AWMA®, CWCJ Founding Partner

TEAM BIOS

Click below to read individual bios

CPA, CFP®, PFS, AWMA®

Benjamin Trujillo

Michelle Beattie

MBA, CFA®, CFP®

Lauren Randazzo

Senior Client Service Manager

Senior Client Service Manager

Senior Client Service Manager

Senior Client Service Manager

Senior Client Service Manager

Client Service Manager

George Astudillo Chacon

Client Service Manager

Client Service Manager

Client Service Manager

Operations Manager

Client Service Administrator

Executive Assistant

CONNECT

COMPARDO, WIENSTROER,
CONRAD & JANES

100 South Brentwood Blvd
Clayton, MO 63105
314-527-2848

1900 Shawnee Mission Pkwy, Suite 225
Mission Woods, Kansas, 66205
(913) 246-3635

©2007-2020 Moneta Group Investment Advisors, LLC. Compardo, Wienstroer, Conrad & Janes
All rights reserved. | Disclosures | Privacy Policy | Terms of Use

TESTPOP

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).