Partner and Family CFO Coleman Sheehan began working at Moneta as an Advisor. Throughout his career, he has acquired the expertise necessary to provide the highest quality of service to a vast array of clients both locally and…
As Partner at Moneta, John Steffens works to go above and beyond, learn every day, and contribute to clients’ lives in a way that will lead to financial success. John earned his B.S. in Accounting,…
Moneta Advisor Kristin Brown serves her clients by having what is in their best interest in mind at all times. A member of the Blair Sheehan Steffens Akins Han Team, she has seen how much…