As a Client Service Administrator for the Halls Dorn Aiazzi Team at Moneta, Mary Saito is excited to bring her 10 years of client experience in the health care field to a new industry. Mary…
As a Client Service Manager on the Halls Dorn Aiazzi Team at Moneta, Sam Leitensdorfer is driven to provide the best service possible. He likes to build long lasting relationships and go above and beyond…
As a Client Service Administrator, Macci Bowers strives to provide “raving fan” service to clients of the Halls Dorn Aiazzi Team at Moneta. Macci brings a career of client service experience through her experiences as…
As an Advisor on the Halls Dorn Aiazzi Team at Moneta, Brian Hires is motivated by the mission of helping his clients achieve their unique objectives. Brian joined Moneta in 2021, following a 16-year career…
As a Client Service Manager, Kelsey Byers strives to provide “raving fan” service to clients of the Halls Dorn Aiazzi Team at Moneta. Kelsey brings several years of client service experience through her time in…
Kali Keifer loves being a part of the Halls Dorn Aiazzi team because it allows her to develop and grow her financial knowledge so she can deliver the highest quality of service to her clients.…
Amanda Schmidt joined Moneta as an Advisor in 2017 because she wanted a deeper, more intimate and less sales-oriented relationship with her clients. At Moneta she found the opportunity to serve a much smaller number…
As an Advisor on the Halls Dorn Aiazzi Team, Jami Choinka prioritizes the highest standard of service and strives to go above and beyond for every client. She especially enjoys the opportunity to help clients…
As an Operations Manager on the Halls Dorn Aiazzi Team, Melissa Emerson works collaboratively with her team to provide clients the exceptional service they expect and deserve. Melissa enjoys and thrives on finding solutions to…
As a Partner on the Halls Dorn Aiazzi Team at Moneta, Tony Aiazzi is first and foremost an advocate for his clients. Through a broad and deep understanding of the many technical aspects of financial…
With over 30 years’ experience in the financial industry, Tim has broad and deep exposure to multiple financial disciplines including corporate and personal finance, economics, investment theory and practice, estate planning, qualified and non-qualified retirement…