Sheehan Steffens Akins Han
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Jimmy Pudlowski holds himself to the highest standard. He is driven by his desire to serve clients with a fiduciary mindset, always operating in their best interest. This led him to Moneta in 2023, where…
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Phil Schwab left Edward Jones and joined Moneta as an Advisor in 2019 because he wanted to make a more meaningful impact on people’s lives – he wanted to make a difference. At Moneta, Phil…
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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…
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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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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…
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Starlette Geisz joined Moneta in December 2014 as a Bookkeeping Specialist for the Sheehan Steffens Akins Han team. Starlette earned her B.A. in Mass Communication from Anderson University, and is working on obtaining her Certified…
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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…
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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…
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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,…
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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…
