For every client she advises, Nicole Bailey necessitates building relationships on mutual trust, confidentiality, and respect. Coupled with her significant experience, having a strong bond with clients allows her to make thoughtful, progressive decisions that…
Sean Duggan brings significant experience and expertise in all phases of retirement plans as a Senior Retirement Plan Advisor on the Finerty Retirement Team. He helps clients plan for a successful financial future while accomplishing…
Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals. Don and his team provide comprehensive financial advice to…
With over thirty years of experience serving institutional and individual needs, Jim Blair is a tenured Partner at Moneta Group with one of the most successful practices in the industry. Jim earned his B.S. in Business…
With over 30 years’ experience in the financial industry, Tim has broad and deep exposure to multiple financial disciplines including corporate and personal finance, economics, investment theory and practice, estate planning, qualified and non-qualified retirement…
As a Family CFO, Moneta Partner Dave Sadler approaches his work with two main goals in mind: listening to clients to clearly understand their family’s financial objectives and developing personalized strategies to attain these objectives.…
When serving as Family CFO, Moneta Partner Dan West strives to serve as his clients’ advocate and act in their best interests at all times. In order to be extremely proactive and responsive to clients’…
Kara Harmon works with her clients at Moneta to serve as their financial advocate by providing expert advice and ‘Raving Fan’ service that every client deserves. Kara takes great satisfaction in going the extra mile…
Moneta Senior Advisor Ryan Martin works on the Johnson Team to deliver ‘Raving Fan’ service in every client interaction. Knowing his clients entrust him with their most sensitive financial and family matters, he is committed…
Moneta Partner, Matt Ring, earned his B.S. in Accountancy, with honors, from the University of Illinois at Urbana-Champaign. Upon graduation, he joined the accounting firm of Arthur Andersen where he spent seven years. While there,…
Ron has been a driving force behind the Compardo, Wienstroer & Janes’ tremendous growth and increased national presence during the past decade. In addition to serving a select roster of clients, he oversees the day-to-day…
Since joining the firm in 2009, building long-term relationships with his clients has been the highest priority for Moneta Partner Hunter Brown. Hunter and his team are dedicated to providing the highest level of service…
Moneta Advisor Kristin Brown serves her clients by having what is in their best interest in mind at all times. A member of the Blair Sheehan Steffens Akins Han Team, she has seen how much…
Moneta Partner Jordan Janes leads the Compardo, Wienstroer & Janes Team’s professional athlete practice. He specializes in delivering personalized financial advisory services to professional athletes and their families. Jordan and his team build lifelong, value-added…
As an Advisor on the Carpenter Hehmeyer Team, Kate Kloster’s priority is to consistently provide clients with ‘Raving Fan’ service. When working with client portfolios, Kate ensures that everything is executed and completed according to…
As an Advisor on the Pietroburgo Bailey Team, Anne works to lend her expertise to helping clients achieve their personalized financial goals, which she says is the most rewarding aspect of her role. She enjoys…
Moneta Senior Advisor Farah Winkler works on the Sadler Harmon Chalmers Team to always incorporate ‘Raving Fan’ service into her work with clients. She strives to expand her involvement with clients in order to better…
Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’…
Moneta Group Partner Nancy Georgen works with her clients to fully understand their specific goals, objectives, and detailed financial information. By paying close attention to the details, Nancy is able to offer comprehensive advice on investment,…
Moneta Partner Jamie Mealey seeks to empower his clients to go confidently in the direction of their dreams and live the life they’ve imagined. He enjoys working with senior executives, small business owners and other…
As Partner at Moneta, John Steffens works to go above and beyond, learn every day, and contribute to clients’ lives in a way that will lead to financial success. John earned his B.S. in Accounting,…
Diane Compardo is the founding partner of Compardo, Wienstroer & Janes at Moneta, where she utilizes her 25+ years of industry experience to fulfill her passion for serving clients. Under Diane’s leadership, her team has…
Moneta Advisor Geneen Von Kloha holds the Certified Trust and Financial Advisor designation as well as the Accredited Trust and Fiduciary Advisor designation and has been selected annually since 2015 as a FIVE STARSM Wealth…