Michelle is driven by her commitment to delivering exceptional client experiences and fostering a collaborative environment within our organization. With a background spanning public accounting, risk management, fixed-income analytics, and trading, she brings a wealth…
As an Advisor on the Koeneman Team, Andy Glenn lends his extensive investment expertise to finding solutions to the unique financial needs of each of his clients. Andy earned his B.S. in Business Economics and…
Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and…
Mike truly enjoys developing strong relationships with his clients through transparent and quick communication. He provides detailed projections for complex financial and tax issues and explains them to clients in an easy-to-understand way. Having a…
Conor Eagan is passionate about working at Moneta because it allows him to grow in his career and develop his financial knowledge while also making a difference in his clients’ lives. Conor earned a Bachelor…
As Portfolio Strategist, Randall Stauder leads many of the teams’ investment initiatives in both public and private markets. A founding member of Moneta’s Private Market Team, Randall is instrumental in sourcing and evaluating alternative investment…
Andrew Bouquet works on the Sheehan Steffens Akins Han Team. Andrew joined Moneta because of his desire to develop close, lasting relationships with his clients and to make a positive impact in their lives. Andrew…
As an Advisor on the Finerty Team, Thatcher Crawford enjoys working with his clients while assisting them in achieving their financial goals. One of the most enjoyable aspects of his job is the opportunity to…
As an Advisor on the Sadler Harmon Chalmers Team, Bryan Hebron’s main priority is the client. In his role, he enjoys interacting with and servicing the everyday needs of the clients, while always maintaining the…
As a Partner on the Sadler Harmon Chalmers Team, James Chalmers strives to deliver ‘Raving Fan’ service to every individual client. Acting as his clients’ Chief Financial Officer, he works to formulate appropriate financial strategies…
As a Senior Advisor on the Ring Winegrad Hunady Team, Brad Jacobs brings more than a decade of experience in helping clients achieve their personalized financial goals, which he says is one of the most…
Mona has more than 20 years of experience in the retirement plan services industry. She has extensive plan design and consulting experience, including 13 years working within the record-keeping division of General American/MetLife. Mona moved…
As a Partner at Moneta, Jake Winegrad’s responsibilities fall under many diverse areas of financial planning for individuals, families and institutions. With 20 years of professional experience, Jake takes a hands-on approach in leading his…
As an Advisor on the SHC Team, Nick Warren loves helping clients realize their financial goals and preparing a strategy to achieve them. After graduating from Missouri State University with a bachelor’s degree in Accounting…
Eloise Schlafly loves her clients. As their Family CFO, she serves as their go-to resource for all financial family matters. From tax planning to estate conversations, from changing education goals to understanding investment implications, Eloise…
As a CFP® professional, Samriti helps her clients plan for their most important financial goals. What qualifies as an important financial goal is different for each client – Samriti learned this experiencing different cultures as…
As a CERTIFIED FINANCIAL PLANNER™ (CFP), Garrett serves as a primary point of contact for his clients to coordinate their daily financial affairs. Garrett is instrumental with the training and development of junior team members,…
As an Advisor at Moneta, Derek Wilton works closely with his clients to develop and implement a strategy designed to help them achieve their life’s most important goals. He and his colleagues collaborate to fully…
As an Advisor on the Halls Dorn Aiazzi Team, Jami Choinka prioritizes the highest standard of service and strives to go above and beyond for every client. She especially enjoys the opportunity to help clients…
As an Advisor on the Sadler Harmon Chalmers Team, Liz Lynch strives to build trusting relationships with clients and provide ‘Raving Fan’ service at all times. A problem solver by nature, Liz finds that discovering solutions to…
Lauren Hunt is a Senior Advisor at Moneta who helps her clients achieve financial peace of mind. She understands that money matters are often emotional and complex, so she offers compassionate guidance and sound advice…