Troy McQuinn is passionate about building lasting relationships and providing solutions to individuals and families while helping them navigate the many complexities of growing and protecting their wealth. Troy serves as a trusted advisor and…
Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through…
Ashley Rieser began her career as an economic analyst for the Central Intelligence Agency (CIA), which laid the foundation for her belief that analysis is more thorough and balanced when created by a team whose…
Throughout his adult life, Kyle Luetters has had a passion for financial literacy and complex problem solving. Kyle has experience in investment model management, alternative investments, insurance strategies, and tax planning. He lends this expertise…
As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients. Having been on the other side of the table, Peter understands…
Qualified 401(k) Administrator Tax-Exempt and Governmental Plan Consultant
Drennan Bailey joined Moneta’s Diederich Simmons Perez Team as an Advisor to help clients plan for life’s complex financial challenges. Drennan brings a diverse background to the team having worked in public accounting, agriculture, and…
Wesley Sebacher is passionate about providing value through advanced financial planning techniques, understanding every client’s unique needs, and delivering the best possible solutions with the highest level of service. Wesley joined Moneta to continue his…
As an Advisor on the Heffernan Team at Moneta, Hunt Lucas gives his clients peace of mind by taking care of them and assisting with their administrative needs. Hunt joined Moneta for the opportunity to…
As an Advisor, Matt enjoys building and maintaining relationships with clients, while going above and beyond for his clients and their needs. Matt earned his Masters of Accountancy from the University of Missouri-Columbia. Before joining…
Matt Schoelch joined Moneta as an Advisor on the Ring Winegrad Hunady Team because he saw it as a world-class organization that always puts clients first. He thrives on the firm’s collaborative approach to problem…
As a Financial Advisor on the Berry Machnowski Team at Moneta, John Quinn’s primarily helps clients with the investment and planning aspects of their wealth management. Prior to joining Moneta, John served as a Financial…
As a Senior Retirement Plan Advisor on the Finerty Retirement Team at Moneta, Sarah Bishop advises business owners and leaders in all areas of their retirement plan design, supporting them in navigating the complexities of…
As an Advisor on the Finerty Team at Moneta, Brannon Champagne works to help clients achieve their goals and enjoys serving their financial needs through research, problem solving, and effective communication. Brannon attended the University…
As an Advisor on the Hadary Team, Jackson Wegner prioritizes clients’ best interests to strategically plan and achieve goals to build generational wealth. By building a personal relationship and an understanding of what matters most…
In 2018 Eric Kittner ushered in the next generation of leadership at Moneta. During that time, Moneta has transformed from a single-location Midwest firm into one of the nation’s largest, top ranked fee-only independent RIAs,…
Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNERTM professional, Pat takes a goal-based approach to…
As your Advisor, Bryan Nelson provides a comprehensive Family CFO service and is committed to deeply understanding his clients’ goals. Bryan enjoys working with clients at every stage of the financial life cycle and strives…
As an Advisor on the Halls Dorn Aiazzi Team at Moneta, Brian Hires is motivated by the mission of helping his clients achieve their unique objectives. Brian joined Moneta in 2021, following a 16-year career…
Kevin Ward enjoys helping clients and their families identify and realize their multi-generational goals and objectives. As an Advisor for the team, he leverages Moneta’s size and independence to ensure each client is receiving the…
Stephen Hoerr joined the Sward team as an Advisor in 2021. He enjoys working at Moneta because of its adherence to the fiduciary duty, the Family CFO structure and the opportunity to plan multiple aspects…
Oliver has been with The Berry Group since 2013, serving clients in a variety of capacities while bringing strong initiative and commitment to his role as a Wealth Advisor. He provides financial advice and investment…
Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His…