Dunajcik Team

On the Dunajcik team, we have decades of exceptional knowledge and expertise. That said, we believe that when choosing a financial advisor, technical knowledge is the price of admission.

What sets our team apart is that first, last and always, our entire approach is client-centered. In fact, we go above and beyond to ensure that each of our clients knows they are loved and cherished by our team.

As if you are a member of our own family, we lead every interaction with kindness, integrity and a devoted, faithful stewardship of your best interests. Our approach builds a deep bond and makes us highly in tuned with you and your needs, which in turn helps us provide the best, most extensive solutions, uniquely suited to you.

If you’d like to be part of the family, get to know our small but mighty team by reading our bios below.

Maggie Rapplean

NEWS

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker...

Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants

Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants

Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business...

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(314) 244-3020

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100 South Brentwood Blvd.
St. Louis, Missouri, 63105

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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).