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.


Moneta in the News: April 2021

Moneta in the News: April 2021

As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our...


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