Qualified 401(k) Administrator Tax-Exempt and Governmental Plan Consultant
Matt Schoelch joined Moneta as an Advisor on the Ring Winegrad Hunady Team because he saw it as a world-class organization that always puts clients first. He thrives on the firm’s collaborative approach to problem…
As an Advisor on the Ring Winegrad Hunady Team, Jerry West enjoys working with clients to help them create and execute a plan to navigate all of life’s events. Jerry is extremely passionate about always…
Matt Sallaberry’s expertise is about more than just money – it’s about people, dreams, and the journeys to achieve them. He draws from more than two decades in the finance industry to help a diverse…
As a Senior Advisor on the Ring Winegrad Hunady Team, Brad Jacobs brings more than a decade of experience in helping clients achieve their personalized financial goals, which he says is one of the most…
Mona has more than 20 years of experience in the retirement plan services industry. She has extensive plan design and consulting experience, including 13 years working within the record-keeping division of General American/MetLife. Mona moved…
As a Partner at Moneta, Jake Winegrad’s responsibilities fall under many diverse areas of financial planning for individuals, families and institutions. With 20 years of professional experience, Jake takes a hands-on approach in leading his…
Moneta Partner, Matt Ring, earned his B.S. in Accountancy, with honors, from the University of Illinois at Urbana-Champaign. Upon graduation, he joined the accounting firm of Arthur Andersen where he spent seven years. While there,…
Moneta Partner Brooke Hunady works on the Ring Winegrad Hunady Team to help families achieve their goals. Brooke earned her B.S. in Finance from Southern Illinois University – Carbondale. Prior to joining Moneta, she spent…