Anna McDonald joined Compardo, Wienstroer & Janes at Moneta after spending more than six years as a reporter for ESPN. She has also worked with The New York Times, FOX Sports, and USA Today. As…
At Moneta, Kevin Nelson advises on the financial affairs of multi-generational families and drives strategic growth within the Family Office practice. He plays an integral role in the firm’s private markets initiatives, successfully sourcing and…
Helping clients plan for their future is what Aaron enjoys most about his role at Moneta, and his background is perfectly suited to educating and coaching families through complex situations. Before joining Moneta, Aaron was…
Caroline Fugel, CFP®, serves successful clients by developing, implementing, and monitoring comprehensive financial plans. Caroline enjoys her work at Moneta because of Moneta’s holistic approach to financial advising through tax, estate, and investment planning. She…
Raised on a farm in Southeast Missouri, Kaleb brings a unique background to our team. His upbringing instilled the values of work ethic, trust, family, and faith. Although he chose not to pursue the profession…
After graduating from the University of Missouri-Columbia with a Bachelor of Health Science, Megan Benz worked at Parc Provence, an Alzheimer and Dementia home, as an Activity Specialist and Barnes Jewish Hospital in Patient Financial…
A former college athlete, Trevor has witnessed the tremendous value of teamwork and truly believes it is an integral part of success, both in business and in sport. He brings this philosophy and experience each…
Michelle is driven by her commitment to delivering exceptional client experiences and fostering a collaborative environment within our organization. With a background spanning public accounting, risk management, fixed-income analytics, and trading, she brings a wealth…
As a CERTIFIED FINANCIAL PLANNER™ (CFP), Garrett serves as a primary point of contact for his clients to coordinate their daily financial affairs. Garrett is instrumental with the training and development of junior team members,…
Tracy brings a wealth of experience to the Compardo, Wienstroer & Janes Team. Having worked directly with Diane for the majority of her over 20-year tenure at Moneta, Tracy has become a friendly and familiar…
Ron has been a driving force behind the Compardo, Wienstroer & Janes’ tremendous growth and increased national presence during the past decade. In addition to serving a select roster of clients, he oversees the day-to-day…
Diane Compardo is the founding partner of Compardo, Wienstroer & Janes at Moneta, where she utilizes her 25+ years of industry experience to fulfill her passion for serving clients. Under Diane’s leadership, her team has…
Moneta Partner Jordan Janes leads the Compardo, Wienstroer & Janes Team’s professional athlete practice. He specializes in delivering personalized financial advisory services to professional athletes and their families. Jordan and his team build lifelong, value-added…