Our Exceptional Team

Mathew Abraham

Client Service Manager

Anthony Aiazzi

CPA, CFA®, CFP®

Senior Advisor

Patrick Akins

CFP®

Advisor

Jacob Allaman

CFP®

Advisor

Katie Angelbeck

Operations Manager

Jack Armstrong

Client Service Manager

George Astudillo Chacon

Client Service Manager

Holly Ausmus

Client Service Manager

Nicole Bailey

CFP®, CPA, MAcc

Partner

Amanda Barrale

Director of Business Systems

Michelle Beattie

CPA, CIA

Advisor

Lisa Bedell

Client Service Manager

Andrea Berg

Client Service Manager

Sarah Bertman

FPQP™

Client Service Manager

Emiley Best

Operations Manager

James Blair IV

CFP®, AWMA®

Partner

Victoria Blood

Client Service Manager

Tasha Borglum

MBA, CFP®, CDFA®

Senior Advisor

Kristi Borglum

CFP®

Advisor

Aaron Bosch

Senior Client Service Manager

Jaymee Botello

Client Service Manager

Andrew Bouquet

J.D., CFP®

Advisor

Keith Bowles

MBA

Chief Operating Officer

Deborah Brandenberg

Executive Assistant

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Join Our Team

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WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

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WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

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WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

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Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

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We outline the optimal path to preserve and grow assets across multiple generations.

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Our Exceptional Team

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.