Brinn Trousdale is a financial professional at Moneta, holding a cum laude degree in Business Administration from Mizzou with an emphasis in Finance and a minor in Economics and certificates in Personal Financial Planning and…
Maddie Westerhold, a Senior Client Service Manager at Moneta, is dedicated to simplifying financial lives and securing futures for successful families and individuals. Holding a Magna Cum Laude dual degree in Finance and Accounting from…
As a Client Service Administrator, Grace brings academic achievements, professional experiences, and a passion for helping others to her role. She graduated with a Bachelor of Accountancy and Master of Accountancy from SIUE. Throughout her…
Stacy brings an abundance of experience and dedication to her role as Executive Assistant on the Compardo, Wienstroer & Janes (CWJ) team at Moneta. With a strong academic background and extensive professional tenure, she is…
Joel Fitts is a seasoned Certified Public Accountant (CPA) with nearly a decade of extensive industry experience. Joel brings a wealth of expertise and insight in providing exceptional financial guidance to his clients at Moneta.…
Michael Hojnacki serves as our Operational Support Specialist at Moneta, dedicated to streamlining operational processes for optimal efficiency. His journey at Moneta began as a Compliance Specialist within the Enterprise Service Team (EST), where he…
As a Client Service Manager, Leslie works hand-in-hand with the team’s advisors to create and implement comprehensive financial plans. Her primary responsibilities are preparing for and participating in client meetings and ensuring that any resulting…
Jack Brooks began working in the financial services industry prior to graduating from college. He proactively sought various internships during his academic journey to gain practical experience. He completed two internships at Anders CPAs +…
Kenzie joined Compardo, Wienstroer & Janes in 2023 in the newly created role of Family Office Coordinator. Her passion for creating strong relationships with clients and colleagues makes her a perfect fit for our team.…
After graduating from Illinois State University with a Bachelor of Science in Integrated Marketing Communications, Megan moved to St. Louis with her husband Matt and began her career working at Strauss Peyton as their Marketing…
As a Senior Client Service Manager, Alec provides exceptional financial services to his clients and supports Advisors and Partners in daily operations. Previously, he worked in public accounting, focusing on tax compliance and planning for…
Jake Faucett finds professional fulfillment in connecting with clients on a personal level and by consistently looking for ways to be of further service as an Advisor at Moneta. Prior to transitioning to Moneta, Jake…
As Senior Family Office Strategist, Lizzie assists clients with generational planning, family education, and legacy/charitable planning. In addition, Lizzie will help the team and clients navigate various legal matters, including estate planning and real estate…
Maddie joined CWJ with five years of experience in the finance world. With her background in tax and financial planning, she takes a comprehensive approach to wealth management with an emphasis of tax strategy. She…
Molly Bryant is a planner at heart. Her drive to plan, coupled with a love for efficiency and an appetite to solve complex client concerns, motivated her to enter the world of finance. Before joining…
As a Senior Tax Strategist, Abby Donnellan, CPA helps clients better understand complex tax matters and planning opportunities. “I really enjoy collaborating with my fellow team members to deliver a comprehensive approach that provides the…
Before joining CWJ, Margie Glenn (Carmody) worked as a manager in KPMG’s Kansas City audit practice. There, she served clients in the investment management and broker-dealer industry while also gaining valuable experience with nonprofit foundations…
Ryan joined the Compardo, Wienstroer & Janes team as a Client Service Manager in 2020. In his role, Ryan’s primary focus is to help clients with complex investment and estate planning decisions. He enjoys the…
As a Senior Client Service Manager, Katie is involved in the day-to-day of a variety of client needs providing first-class service. She feels fortunate to be a piece of her client’s financial puzzle that allows…
George Astudillo is a seasoned veteran of the financial services industry and joined Compardo, Wienstroer & Janes at Moneta in 2019. He brings over 20 years of experience to his role as a Senior Client…
Matt Schaller CFA, CFP® entered the financial services industry in 2008, witnessing firsthand how emotions can impact investor decisions during turbulent times. He made it his career mission to understand not only investments, but also…
Grant Edmunds is a Senior Advisor at Moneta who believes that financial planning provides an excellent opportunity to impact people’s lives positively. After graduating from Kansas State University with a Bachelor of Science degree in…
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…