Rebecca Wipfler enjoys helping clients reach their unique financial goals while building relationships with them as a Client Service Manager on the Johnson Team at Moneta. Rebecca earned both a Bachelor of Arts in Economics…
Stacey Hoehne joined Moneta in 2021 as a Client Service Manager on the Johnson Team with an ambition to provide excellent customer service. Along with her team, Stacey helps clients spend less time managing their…
Jack Grover serves as the trusted advisor for a select number of high-net-worth individuals and their families. Rooted in experience, he takes the approach that the complexities of wealth require thoughtful expertise anchored first and…
Caelan Grempler values her client’s trust. She sees earning and keeping that trust as the driving forces behind her role as Operations Manager for The Johnson Team at Moneta. Even if she is just a…
Lauren Hunt is a Senior Advisor at Moneta who helps her clients achieve financial peace of mind. She understands that money matters are often emotional and complex, so she offers compassionate guidance and sound advice…
Cynthia’s 30 years of experience in financial services includes 10 years of being a member of the Johnson Team and serving Moneta Group Clients. She enjoys the close and long-lasting relationships that develop while working…
Moneta Partner Mike Johnson strives to make every client a “Raving Fan” offering each client an unparalleled level of service: “If we promise something in one week, I like to deliver in one day.” Mike…
Moneta Senior Advisor Ryan Martin works on the Johnson Team to deliver ‘Raving Fan’ service in every client interaction. Knowing his clients entrust him with their most sensitive financial and family matters, he is committed…