Sarah Bertman loves working with individuals and institutions to manage all financial needs. She enjoys developing strong client relationships while providing outstanding customer service as a Senior Client Service Manager for the Finerty Team at…
As an Advisor and CERTIFIED FINANCIAL PLANNER™ on the Finerty Team, Nicholas Pavlishin builds personal relationships with each client so he can learn how to serve them best. He anticipates needs and focuses on communicating…
Ashley Byington strives to provide a personalized, meaningful relationship to each of her clients as she addresses the financial needs in their life. She earned her designation as a Financial Paraplanner Qualified Professional™ (FPQP) in…
In his hybrid role as an Investment Specialist and Client Service Manager, Tim Burford works closely with the team’s Portfolio Strategist to research, model, and implement investment ideas and monitor cash flows and asset allocation.…
Deb Brandenberg serves Moneta clients by providing an extra line of communication to the Finerty Team. She also helps her team with scheduling and reporting in her role as executive assistant to Partner Steve Finerty.…
As an Administrative Assistant, Emily McCrary provides exceptional support to the Finerty Team at Moneta, empowering them to focus on serving clients and their individual financial needs. Emily graduated from Southeast Missouri State with a…
Christi Miller enjoys the long-standing relationships she develops with her clients and their families while providing them with continued ‘Raving Fan’ service as a Senior Client Service Manager on the Finerty Team at Moneta. Christi…
As Portfolio Strategist, Randall Stauder leads many of the teams’ investment initiatives in both public and private markets. A founding member of Moneta’s Private Market Team, Randall is instrumental in sourcing and evaluating alternative investment…
As an Advisor on the Finerty Team, Thatcher Crawford enjoys working with his clients while assisting them in achieving their financial goals. One of the most enjoyable aspects of his job is the opportunity to…
Logan Finerty, a partner on the Finerty team, creates value through advanced planning techniques, combined with a strong ethic of personal service. Focusing on individuals, endowments, and foundations, Logan’s goal is to develop the best…
Moneta Partner Jeff Wist uses his significant experience and the diverse skills of the Finerty Team to help clients achieve their unique financial goals by developing thorough and flexible financial plans. Jeff earned his B.S.…
As a Senior Retirement Plan Client Service Manager on the Finerty Retirement Team, Jennifer Suda primarily works with group retirement plan business. In this role, she helps clients work through any issues they may encounter,…
In her role as a Senior Family Office Specialist for the Finerty Team at Moneta, Yolanda Forkin focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships…
Megan Riley works on the Finerty Retirement Team at Moneta as a Senior Retirement Plan Advisor to design programs for business owners while serving as an extension of their HR department. She serves as her…
Sean Duggan brings significant experience and expertise in all phases of retirement plans as a Senior Retirement Plan Advisor on the Finerty Retirement Team. He helps clients plan for a successful financial future while accomplishing…
When advising clients, Moneta Partner Steve Finerty draws upon legal and investment training, as well as his many years of professional experience. He uses this experience to advise individuals and institutions on how to best…
Moneta Advisor Geneen Von Kloha holds the Certified Trust and Financial Advisor designation as well as the Accredited Trust and Fiduciary Advisor designation and has been selected annually since 2015 as a FIVE STARSM Wealth…