Duff Torney
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Wesley Sebacher is passionate about providing value through advanced financial planning techniques, understanding every client’s unique needs, and delivering the best possible solutions with the highest level of service. Wesley joined Moneta to continue his…
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Courtney Vitale joined Moneta as a Client Service Manager on the Duff Torney Team in 2019 because of her passion for helping people. She loves assisting clients by providing support so that they themselves can…
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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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As a Senior Client Service Manager for the Duff Torney Team at Moneta, Lisa Patton strives to deliver “Raving Fan Service” by creating strong relationships with individuals and families. Serving as her clients’ first point…
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As a CFP® professional, Samriti helps her clients plan for their most important financial goals. What qualifies as an important financial goal is different for each client – Samriti learned this experiencing different cultures as…
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Kelli Jones spends her time with clients listening to their aspirations and asking probing questions. It is her ability to listen and find the why behind a goal that allows her to provide her clients…
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Moneta Partner Patrick Duff earned his B.S. in Business from University of Missouri-Columbia in 1981 where he was awarded a full ride scholarship to play football. Prior to joining Moneta, Pat spent ten years working…
