Advisor
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Sean Ridley helps families plan, evolve, and maneuver more freely through the critical passages of life. He also enjoys providing guidance for entrepreneurs, business owners, and employees with unique equity exposure. As a CERTIFIED FINANCIAL…
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As an Associate Advisor on the Everland Sandry Team at Moneta, Brandon Bineau assists clients in defining and pursuing their financial goals, implementing their financial action plan, and monitoring their progress throughout life so they…
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Lauren Young holds a degree in Business Administration from Gonzaga University with concentrations in Finance and Marketing, and is a Certified Financial Planner with over fifteen years of experience in wealth management, including financial planning, trust and estate…
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Michael Walsh, Managing Partner and Branch Manager, co-founded Juniper Wealth Advisors in 2009. He specializes in comprehensive wealth management and investment planning to help clients achieve their long-term financial goals. After starting his career at…
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As an Advisor on the Finerty Team at Moneta, Jerrod Anderson works to build deep relationships with successful families and institutions to develop customized solutions to fit their unique and complex needs. Jerrod earned his…
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Brendan Mulhearn understands that everyone’s financial life and relationship with money is unique, and he enjoys learning about the specific goals of each client as an Advisor on the Berry Machnowski Team. He also brings…
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Joel Fitts is a seasoned Certified Public Accountant (CPA) with nearly a decade of extensive industry experience. Joel brings a wealth of expertise and insight in providing exceptional financial guidance to his clients at Moneta.…
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With 10 years of teaching experience and a master’s degree in Curriculum Design and Instruction, Amber Jones helps clients and their employees better understand their retirement plans and how to successfully save for the future.…
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Brad Dunajcik loves to help people find fulfillment in achieving their life goals by aiding them through their financial decisions as an Advisor at Moneta. He developed a passion for this profession by helping his…
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Richard started his career in the Navy in a nuclear operations role aboard an aircraft carrier. Since that time, he has been serving high net-worth families primarily with business planning and exit needs as well…
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Robert Swieterman’s goal is to be the first person you call when you have an important financial decision to make. As an Advisor on the Kukla McGinnis Brown Team, he specializes in building trusted relationships…
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As an Advisor, Chase Coffin provides a comprehensive Family CFO service and is committed to deeply understanding your goals. Chase enjoys working with clients at every stage of the financial life cycle and strives to…
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Combining strong business experience with a passion and drive to support individuals and families achieve their personal, professional, and philanthropic goals, Heather meets clients “where they are” in their journeys and walks with them through…
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Jaye Everland is honored to guide clients on optimizing their financial resources to best serve their larger life goals. She utilizes her expertise in investment management, cash flow strategies, tax and estate planning, and financial…
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Jason Sandry works with clients to help them identify the mission behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life, but…
