West Mealey
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Bringing empathy and passion to every client experience, Moneta Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships. Joe received his B.S. in…
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When serving as Family CFO, Moneta Partner Dan West strives to serve as his clients’ advocate and act in their best interests at all times. In order to be extremely proactive and responsive to clients’…
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Moneta Partner Jamie Mealey seeks to empower his clients to go confidently in the direction of their dreams and live the life they’ve imagined. He enjoys working with senior executives, small business owners and other…
