Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…
Moneta Partner Brooke Hunady works on the Ring Winegrad Hunady Team to help families achieve their goals. Brooke earned her B.S. in Finance from Southern Illinois University – Carbondale. Prior to joining Moneta, she spent…
Moneta Partner Gene Diederich is recognized as a trusted advisor who combines deep expertise with a genuine commitment to his client’s success. His approach is characterized by a strong focus on relationship-building, integrity, and transparency.…
Partner and Family CFO Coleman Sheehan began working at Moneta as an Advisor. Throughout his career, he has acquired the expertise necessary to provide the highest quality of service to a vast array of clients both locally and…