Robert Swieterman’s goal is to be the first person you call when you have an important financial decision to make. As an Advisor on the Kukla McGinnis Brown Team, he specializes in building trusted relationships…
As a Senior Advisor on the Kukla McGinnis Brown Team, Alex specializes in building trusted relationships with clients to create focused solutions tailored to their long-term goals. He is extremely passionate about helping people identify…
With more than a decade of experience on the Kukla McGinnis Brown Team at Moneta, Ingrid Lee helps clients meet their long-term life goals while implementing strategies on their behalf and providing them with a…
Sean Follis is passionate about putting the needs of his clients first. He enjoys getting to know his clients’ personalities and learning about their goals in order to deliver the highest level of service. In…
Moneta Senior Advisor Lindsay Taylor focuses on helping her clients as they go through transitions – from marriage to divorce, from first jobs to retirement. She believes helping people navigate expected and unexpected changes in…
Laura Hessel cultivates long-lasting relationships with clients as a Senior Advisor on the Kukla McGinnis Brown Team. Laura’s goal is to understand each aspect of her clients’ financial lives in order to serve their best…
Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals. Don and his team provide comprehensive financial advice to…
Since joining the firm in 2009, building long-term relationships with his clients has been the highest priority for Moneta Partner Hunter Brown. Hunter and his team are dedicated to providing the highest level of service…
Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…