As an Advisor on the Finerty Team at Moneta, Jerrod Anderson works to build deep relationships with successful families and institutions to develop customized solutions to fit their unique and complex needs. Jerrod earned his…
Cameryn Hankammer joined the Finerty Team at Moneta in 2023 eager to form relationships. Her genuine care and concern for clients makes her a great fit for the team. She enjoys the holistic approach Moneta…
Noelle Hogrebe is passionate about helping people. She joined the Finerty Team at Moneta as a Family Office Associate because of the firm’s emphasis on serving clients and doing right by them. Noelle graduated from…
Jess Binkley assists the Finerty Team at Moneta on a variety of projects, daily tasks, and audits as a Client Service Administrator. She is always eager to help the team stay organized and efficient. Jess…
As a Family CFO Client Service Administrator for the Finerty Team at Moneta, Sierra Vinyard supports her team’s and firm’s mission of empowering people to navigate life’s path by assisting with reports, mail, client information…
Emily Bebee is passionate about helping clients better understand their retirement benefits to ensure they feel empowered in their journey towards a safe and secure retirement. She joined the Finerty Team at Moneta as a…
With 10 years of teaching experience and a master’s degree in Curriculum Design and Instruction, Amber Jones helps clients and their employees better understand their retirement plans and how to successfully save for the future.…
Megan Breuer joined the Finerty Team at Moneta as a Client Service Manager in 2023 with more than 15 years of exceptional client service experience within the financial services industry. Megan earned her Bachelor of…
Combining strong business experience with a passion and drive to support individuals and families achieve their personal, professional, and philanthropic goals, Heather meets clients “where they are” in their journeys and walks with them through…
Amanda Shaw joined the Finerty 401K team as a Client Service Administrator in 2022 because she resonated with Moneta’s mission for empowering people to navigate life’s path. Amanda earned her Bachelor of Arts in History…
As the Finerty Team’s Markets Research Analyst, Rosie Carollo focuses her efforts on alternative investment opportunities for high-net-worth (HNW) and family office clients. She works closely with the Private Market Team and Moneta Investment Committee…
Gussie Frederici enjoys building relationships with individuals and families to better serve them and exceed their expectations as a Client Service Manager on the Finerty Team at Moneta. Gussie joined Moneta in 2021 with a…
As an Advisor, Matt enjoys building and maintaining relationships with clients, while going above and beyond for his clients and their needs. Matt earned his Masters of Accountancy from the University of Missouri-Columbia. Before joining…
As a Client Service Manager on the Finerty Retirement Team, Lisa Lockett primarily works with group retirement plan businesses. In this role, she is responsible for assisting plan advisors on client reviews, as well as…
As a Senior Retirement Plan Advisor on the Finerty Retirement Team at Moneta, Sarah Bishop advises business owners and leaders in all areas of their retirement plan design, supporting them in navigating the complexities of…
As a Client Service Manager for the Finerty Team at Moneta, Matt Schwarz provides personalized service shaped for each client. Matt was attracted to Moneta because of its established reputation as a top RIA firm…
As an Advisor on the Finerty Team at Moneta, Brannon Champagne works to help clients achieve their goals and enjoys serving their financial needs through research, problem solving, and effective communication. Brannon attended the University…
As Partner on the Finerty Team, Susan Brown oversees client service and strategic initiatives for the team’s family office practice and leads the internal team that serves multi-generational client families. She works closely with many…
As a Private Markets Advisor, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also…