Partner
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Michael Walsh, Managing Partner and Branch Manager, co-founded Juniper Wealth Advisors in 2009. He specializes in comprehensive wealth management and investment planning to help clients achieve their long-term financial goals. After starting his career at…
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Jaye Everland is honored to guide clients on optimizing their financial resources to best serve their larger life goals. She utilizes her expertise in investment management, cash flow strategies, tax and estate planning, and financial…
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Jason Sandry works with clients to help them identify the mission behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life, but…
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As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients. Having been on the other side of the table, Peter understands…
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In 2018 Eric Kittner ushered in the next generation of leadership at Moneta. During that time, Moneta has transformed from a single-location Midwest firm into one of the nation’s largest, top ranked fee-only independent RIAs,…
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Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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Moneta Partner Julie Sward works with each of her clients as their Family CFO. Selected as a Five Star Wealth Manager annually since 2012 and as a Best-in-State Advisor by Forbes/SHOOK Research, Julie uses her…
