Sarah has developed an approach to advising her clients based on straight talk, common sense and simplified holistic investing. She honed her beliefs over her 35+ years as an Advisor with A.G. Edwards and Sons…
As Partner on the Finerty Team, Susan Brown oversees client service and strategic initiatives for the team’s family office practice and leads the internal team that serves multi-generational client families. She works closely with many…
fax: (720) 579-9296 As an Advisor on the Moneta Advisory Services Team, Jennifer Litsas’ top priority is to serve her clients’ best interests. She enjoys building relationships and working together to help clients focus on…
Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in Kansas City. Al and former colleague and fellow KU Alumnus, Gene Diederich, share…
As a Private Markets Advisor, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also…
Before joining CWJ, Margie Glenn (Carmody) worked as a manager in KPMG’s Kansas City audit practice. There, she served clients in the investment management and broker-dealer industry while also gaining valuable experience with nonprofit foundations…
As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning. Stephen joined Moneta…
As a Senior Advisor on the SHC Team, Kristi Borglum serves as a trusted partner helping clients navigate all areas of their financial lives. She strives to take the burden of worry off client’s minds…
Charlie Mueth loves helping clients organize their financial situation and setting them on a path to achieve their financial goals. He is thrilled to be part of Moneta, specifically for its dedication to world-class client…
St. Louis, MO fee-only financial planner supporting women, couples and businesses. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Moneta, Maggie Rapplean brings an entrepreneurial spirit that helps her connect with other business owners…
Danton Troyer brought his individual practice to Moneta in 2018, after more than a decade on his own. Adding the support of an Enterprise Service Team and the resources of Barron’s nationally ranked independent RIA…
Not everyone experiences food stamps growing up, but Travis Freeman did. “Those challenging financial times sparked a powerful interest in money at a young age. Today, I’m blessed with a unique skillset and a talented…
Matt Manies began working as an Advisor at Moneta in October 2019. Drawn to navigating clients through today’s complex financial landscape, Matt delivers personalized advice that is focused on each client’s unique financial situation and…
Megan Kanter oversees Moneta’s Advisory Team to build and cultivate long-lasting client relationships. Megan’s goal is to empower people to make smarter financial decisions. She does this by consistently furthering her education to bring clients…
fax: (720) 579 – 9296 Moneta Partner Erin Hadary helps clients find purpose and clarity in their financial lives while empowering them to live the life they imagine. She enjoys learning about the values and…
With more than 25 years of experience in the financial services industry, Lynn is passionate about helping highly successful families, executives, and business owners accomplish their financial objectives. A graduate of Harvard University, two-time magna…
As an Advisor and CERTIFIED FINANCIAL PLANNER™ on the Finerty Team, Nicholas Pavlishin builds personal relationships with each client so he can learn how to serve them best. He anticipates needs and focuses on communicating…
Jack Grover serves as the trusted advisor for a select number of high-net-worth individuals and their families. Rooted in experience, he takes the approach that the complexities of wealth require thoughtful expertise anchored first and…
Matt Schaller CFA, CFP® entered the financial services industry in 2008, witnessing firsthand how emotions can impact investor decisions during turbulent times. He made it his career mission to understand not only investments, but also…
As a Senior Advisor on the Kukla McGinnis Brown Team, Alex specializes in building trusted relationships with clients to create focused solutions tailored to their long-term goals. He is extremely passionate about helping people identify…
Phil Schwab left Edward Jones and joined Moneta as an Advisor in 2019 because he wanted to make a more meaningful impact on people’s lives – he wanted to make a difference. At Moneta, Phil…
Grant Edmunds is a Senior Advisor at Moneta who believes that financial planning provides an excellent opportunity to impact people’s lives positively. After graduating from Kansas State University with a Bachelor of Science degree in…