Moneta Advisor Conner Harrison uses his extensive accounting background as a CPA to help clients from a tax perspective. His goal is to provide personalized service and improve their financial situation through strategic tax planning…
Brady James-Woolace strives to serve his clients by addressing all concerns or needs they may have in the operations of their accounts, and in transacting daily business. Brady, who is originally from Kansas City, Missouri,…
Limor Levy joined Moneta as a Client Service Manager in 2023, aligning with the firm’s culture and values for empowering people to navigate life’s path and protect what they cherish. She brought five years of…
Kevin Ward enjoys helping clients and their families identify and realize their multi-generational goals and objectives. As an Advisor for the team, he leverages Moneta’s size and independence to ensure each client is receiving the…
Moneta Advisor Mike Vredenburgh strives to lend his expertise and experience to the pursuit of his clients’ goals. No matter the situation, Mike works to identify solutions that serve the best interests of his clients…
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,…
Karleigh Floarke is the Operations Manager for the team. She identifies opportunities to improve efficiencies so the team can continue to deliver exceptional service. Karleigh is an important leader and uses her positive attitude to…