Independence Without Compromise
March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...
Tracy Pauli
Client Service Administrator
Tracy brings a wealth of experience to the Compardo, Wienstroer & Janes Team. Having worked directly with Diane for the majority of her over 20-year tenure at Moneta, Tracy has become a friendly and familiar voice to clients and colleagues alike.
Tracy’s personal interests include rooting for the Cardinals, bowling and traveling with her husband Jeff.
A WEALTH OF INFORMATION
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The Vacation Home: More Than A Property
March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...
Courageous Citizenship and Finding Common Ground
March 5, 2026
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...
Monthly Recap – February 2026
March 5, 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed i...