Benjamin Trujillo is a distinguished expert in corporate and partnership taxation, estate planning, estate and gift tax planning, estate and trust administration, business continuation, and business transfers. “With high-net-worth clients, estate issues are often some…
Kim Mueller enjoys helping people navigate complex situations. She gives them peace of mind by taking care of them like family. Kim joined Moneta as a Senior Advisor on the Diederich Simmons Perez Team in…
As an Advisor at Moneta, Mike Warner strives to build lasting relationships with each of his clients that are based on trust, understanding and compassion. He feels fortunate every day to collaborate with his exceptionally…
As an Advisor on the Ring Winegrad Hunady Team, Jerry West enjoys working with clients to help them create and execute a plan to navigate all of life’s events. Jerry is extremely passionate about always…
Stephanie Rogers joined Moneta’s Diederich Simmons Perez team as a Senior Advisor in 2018 to help clients navigate big picture, high impact financial decisions. She sees herself as the team’s quarterback, your go-to contact for…
At Moneta, Kevin Nelson advises on the financial affairs of multi-generational families and drives strategic growth within the Family Office practice. He plays an integral role in the firm’s private markets initiatives, successfully sourcing and…
Helping clients plan for their future is what Aaron enjoys most about his role at Moneta, and his background is perfectly suited to educating and coaching families through complex situations. Before joining Moneta, Aaron was…
Moneta Advisor Mike Vredenburgh strives to lend his expertise and experience to the pursuit of his clients’ goals. No matter the situation, Mike works to identify solutions that serve the best interests of his clients…
Amanda Schmidt joined Moneta as an Advisor in 2017 because she wanted a deeper, more intimate and less sales-oriented relationship with her clients. At Moneta she found the opportunity to serve a much smaller number…
Caroline Fugel, CFP®, serves successful clients by developing, implementing, and monitoring comprehensive financial plans. Caroline enjoys her work at Moneta because of Moneta’s holistic approach to financial advising through tax, estate, and investment planning. She…
Every family holds unique values. Moneta Partner Tasha Borglum spends her days getting to know her clients, their family members and what makes them all “tick” as individuals. She designs plans customized to their goals,…
Brie McDonald, CFP®, enjoys building relationships with clients and helping them navigate complex financial issues. Moneta’s holistic approach to financial advising through investment, estate, income tax, retirement, and business succession planning drove her to join…
Ryan earned his Masters of Accountancy summa cum laude from the University of Missouri-Columbia in 2016. Before joining Moneta, Ryan was a risk assurance associate for Pricewaterhouse Coopers. At Moneta, Ryan works for the Carpenter…
Kyle Marra builds trust and confidence with his clients by focusing his advice on their personal goals, needs, and situation. Before joining Moneta as an Advisor on the Sheehan Steffens Akins Han Team, Kyle earned…
Raised on a farm in Southeast Missouri, Kaleb brings a unique background to our team. His upbringing instilled the values of work ethic, trust, family, and faith. Although he chose not to pursue the profession…
Matt Sallaberry’s expertise is about more than just money – it’s about people, dreams, and the journeys to achieve them. He draws from more than two decades in the finance industry to help a diverse…
Mike is a Partner on the Duff Torney team with a planning specialty in taxation and estate planning. His typical clients are business owners, executives, physicians and lawyers. Mike is consulted to create client tax…
A former college athlete, Trevor has witnessed the tremendous value of teamwork and truly believes it is an integral part of success, both in business and in sport. He brings this philosophy and experience each…
Bringing empathy and passion to every client experience, Moneta Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships. Joe received his B.S. in…
Matt Erker thrives on applying his extensive background in tax and finance to help clients achieve their financial goals. Life is unpredictable—and everyone follows their own path. The last thing most people want is for…
Patrick works with clients to identify and meet their financial goals. The strategic elements of investment and financial planning and the tangible impact a trusted advisor can play in helping a client meet their long-term…