Team | Moneta | Investment Advisors

Our Exceptional Team

All

Partners

Advisors

Management Team

Investment Team

a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
t
u
v
w
x
y
z
Read Full Bio »
Megan Abbott
EA, MBA, MA
Client Service Manager
Read Full Bio »
Mathew Abraham
Client Service Manager
Read Full Bio »
Anthony Aiazzi
CPA, CFA®, CFP®
Senior Advisor
Read Full Bio »
Patrick Akins
CFP®
Advisor
Read Full Bio »
Jacob Allaman
CFP®
Advisor
Read Full Bio »
Katie Angelbeck
Operations Manager
Read Full Bio »
Jack Armstrong
Client Service Manager
Read Full Bio »
Nicole Bailey
CFP®, CPA, MAcc
Senior Advisor
Read Full Bio »
Amanda Barrale
Director of Business Systems
Read Full Bio »
Michelle Beattie
CPA, CIA
Advisor
Read Full Bio »
Lisa Bedell
Client Service Manager
Read Full Bio »
Megan Benz
Client Service Administrator
Read Full Bio »
Andrea Berg
Client Service Manager
Read Full Bio »
Emiley Best
Operations Manager
Read Full Bio »
James Blair IV
CFP®, AWMA®
Partner
Read Full Bio »
Victoria Blood
Client Service Manager
Read Full Bio »
Marc Boguslaw
Director of Business Development
Read Full Bio »
Tasha Borglum
MBA, CFP®, CDFA®
Senior Advisor
Read Full Bio »
Aaron Bosch
Client Service Manager
Read Full Bio »
Jaymee Botello
Client Service Manager
Read Full Bio »
Andrew Bouquet
J.D., CFP®
Advisor
Read Full Bio »
Keith Bowles
MBA
Chief Operating Officer
Read Full Bio »
Deborah Brandenberg
Executive Assistant
Read Full Bio »
David Breckenridge
MBA, CFP®
Partner
Read Full Bio »
Hunter Brown
MBA, CFP®
Partner
Read Full Bio »
Kristin Brown
CFP®
Advisor
Read Full Bio »
Jacob Brydels
Client Service Manager
Read Full Bio »
Timothy Burford
Client Service Manager
Read Full Bio »
Ashley Byington
Client Service Manager
Read Full Bio »
Michael Carpenter
J.D., CPA, CFP®
Partner
Read Full Bio »
James Chalmers
CFP®, AIF®
Advisor
Read Full Bio »
Tarah Chandler
Client Service Administrator
Read Full Bio »
Jami Choinka
CFP®
Advisor
Read Full Bio »
Christine Clement
Client Service Manager
Read Full Bio »
Diane Compardo
CPA, CFP®, PFS, AWMA®
Partner
Read Full Bio »
Mark Conrad
CPA, CFP®
Partner
Read Full Bio »
Thatcher Crawford
MBA, CFP®
Advisor
Read Full Bio »
David Curtis
CFP®
Partner
Read Full Bio »
Allan Curtis
MBA, CFP®
Partner
Read Full Bio »
Jonathan Curtis
Business Development Director
Read Full Bio »
Samriti Dhingra
CFP®
Advisor
Read Full Bio »
Billy Dickens
CFP®
Senior Advisor
Read Full Bio »
Steven Diederich
CFP®
Advisor
Read Full Bio »
Gene Diederich
CFP®, CPA
Partner
Read Full Bio »
Tony Dorn
CFP®, MBA, NFLPA Registered Player Financial Advisor
Partner
Read Full Bio »
Meghan Dorsey
CPA
Advisor
Read Full Bio »
Kaleb Doyle
CPA, CFP®
Senior Client Service Manager
Read Full Bio »
Patrick Duff
Partner
Read Full Bio »
Sean Duggan
CPC, CPFA, AIFA®
Senior Retirement Plan Advisor
Read Full Bio »
Carolyn Duggan
Client Service Manager
Read Full Bio »
Karl Dunajcik
MBA, CFP®
Partner
Read Full Bio »
Lynn Dunston
CFP®, EA
Partner
Read Full Bio »
Justin Dwyer
Client Service Manager
Read Full Bio »
Conor Eagan
Client Service Manager
Read Full Bio »
Grant Edmunds
Senior Client Service Manager
Read Full Bio »
Melissa Emerson
FPQP™
Operations Manager
Read Full Bio »
Matthew Erker
CPA, CFP®
Advisor
Read Full Bio »
Alicia Faerber
CFP®
Operations Manager
Read Full Bio »
Alexander Faught
MBA, CFA®, CFP®
Advisor
Read Full Bio »
Leigh-Anne Feldker
Client Service Manager
Read Full Bio »
Najda Ferkic
Client Service Manager
Read Full Bio »
Lauren Ferraro
AIF®, QPA, CPC, CPFA
Advisor
Read Full Bio »
Luke Ferraro
CFA®
Director of Investment Research
Read Full Bio »
Steven Finerty
J.D., CFP®
Partner
Read Full Bio »
Logan Finerty
CFP®, CFA®
Partner
Read Full Bio »
Mark Fischer
MBA
Client Service Manager
Read Full Bio »
Sherre Flavin
Operations Manager & Client Service Manager
Read Full Bio »
Sean Follis
CFP®
Advisor
Read Full Bio »
Adam Ford
J.D.
Advisor
Read Full Bio »
Yolanda Forkin
Family Office Specialist
Read Full Bio »
Morgan Fox
Client Service Manager
Read Full Bio »
Andrew Frederick
Client Service Associate
Read Full Bio »
Travis Freeman
CFP®
Advisor
Read Full Bio »
Caroline Fugel
Client Service Manager
Read Full Bio »
Daniel Fuhrig
Client Service Manager
Read Full Bio »
Gus Gast
CPA
Partner
Read Full Bio »
Jeannie Gebhard
Client Service Administrator
Read Full Bio »
Starlette Geisz
C.B.
Client Service Manager
Read Full Bio »
Nancy Georgen
CLU, ChFC, J.D.
Partner
Read Full Bio »
Susan Gerard
MBA
Chief Marketing Officer
Read Full Bio »
Nakeva Glenn
Client Service Manager
Read Full Bio »
Andrew Glenn
CFA, CFP®
Advisor
Read Full Bio »
Mona Gooden
QPA, QKA, CEBS, CPFA, AIF®
Advisor
Read Full Bio »
Claire Gorman
Chief Compliance Officer
Read Full Bio »
Kelli Grelles
PHR, SHRM-CP, BFA™, CHSA®
Participant Engagement Consultant
Read Full Bio »
Jack Grover
MBA
Advisor
Read Full Bio »
Erin Hadary
MBA, CFP®
Partner
Read Full Bio »
Timothy Halls
CFA®, CFP®, AWMA®
Partner
Read Full Bio »
Zach Han
CFP®
Advisor
Read Full Bio »
Kara Harmon
CPA, CFP®, AWMA®, CRPC®
Partner
Read Full Bio »
Katie Harrell
FPQP™
Client Service Manager
Read Full Bio »
Anne Haudrich
CFP®
Advisor
Read Full Bio »
Caelan Hearst
Client Service Manager
Read Full Bio »
Bryan Hebron
Client Service Manager
Read Full Bio »
Mark Heffernan
CPA, CFP®, PFS, MBA
Partner
Read Full Bio »
Robert Hehmeyer
J.D., CFP®
Partner
Read Full Bio »
Laura Heitland
Operations Manager
Read Full Bio »
Michele Heitzig
FPQP™
Client Service Manager
Read Full Bio »
Jennie Helm
Operations Manager
Read Full Bio »
Kevin Hennessy
Client Service Manager
Read Full Bio »
Rebecca Henry
Client Service Manager
Read Full Bio »
Cecelia Henry
Client Service Manager
Read Full Bio »
Kristen Herber
Senior Client Service Manager
Read Full Bio »
Laura Hessel
CFP®, CDFA™
Senior Advisor
Read Full Bio »
Mary Hiken
Client Service Manager
Read Full Bio »
Michael Hollo
MBA
Advisor
Read Full Bio »
Bill Hornbarger
MBA
Chief Investment Officer
Read Full Bio »
Leslie Hubbs
Manager of Office Services & Facilities
Read Full Bio »
Nick Hummel
Client Service Manager
Read Full Bio »
Brooke Hunady
CFP®
Senior Advisor
Read Full Bio »
Jennifer Hundelt
Client Service Manager
Read Full Bio »
Lauren Hunt
MBA, CFP®
Advisor
Read Full Bio »
Briana Immerman
Client Service Manager
Read Full Bio »
Brad Jacobs
CFP®, TGPC
Advisor
Read Full Bio »
Jordan Janes
CFP®
Partner
Read Full Bio »
Michael Johnson
CPA, PFS
Partner
Read Full Bio »
Katie Johnson
J.D., CFP®
Senior Advisor
Read Full Bio »
Dana Johnson
Operations Manager
Read Full Bio »
Kelli Jones
CFP®, CPA, MAcc
Senior Advisor
Read Full Bio »
Rebecca Jones
Client Service Manager
Read Full Bio »
Donna Jordan
Client Service Manager
Read Full Bio »
Sasha Josipovic
Director of Information Technology
Read Full Bio »
Jacob Kengott
Client Service Administrator
Read Full Bio »
Cynthia Kirkpatrick
CPA, CFP®
Senior Advisor
Read Full Bio »
Dan Kissling
Client Service Manager
Read Full Bio »
Eric Kittner
CPA, CFP®
Managing Partner & Chairman
Read Full Bio »
Kate Kloster
Senior Client Service Manager
Read Full Bio »
Courtney Kluge
Client Service Manager
Read Full Bio »
Brad Koeneman
MBA, CFP®, AWMA®
Partner
Read Full Bio »
Kirsten Kramer
FPQP™
Client Service Manager
Read Full Bio »
Katy Kuhlenberg
Senior Client Service Manager
Read Full Bio »
Donald Kukla
CPA, CFP®, PFS
Partner
Read Full Bio »
Lucas Kulma
Advisor
Read Full Bio »
Ashley Kwater
Client Service Manager
Read Full Bio »
Cynthia LaFerla
Senior Client Service Manager
Read Full Bio »
Cathlin Lautner
Client Service Administrator
Read Full Bio »
Jilliann Law
Client Service Administrator
Read Full Bio »
Ingrid Lee
CFP®
Advisor
Read Full Bio »
Amy Leindecker
Client Service Manager
Read Full Bio »
Kassi Littlepage
Client Service Manager
Read Full Bio »
Alec Logue
Client Service Manager
Read Full Bio »
Errin Loughridge
Executive Assistant
Read Full Bio »
Beth Love
FPQP™
Senior Client Service Manager
Read Full Bio »
Hunt Lucas
Client Service Manager
Read Full Bio »
Elizabeth Lynch
CFP®
Advisor
Read Full Bio »
Margaret Lyons
Client Service Manager
Read Full Bio »
Emily Majeski
Client Service Manager
Read Full Bio »
Alison Manasco
Client Service Manager
Read Full Bio »
Kyle Marra
Client Service Manager
Read Full Bio »
Stephanie Martin
Client Service Manager
Read Full Bio »
Ryan Martin
CFP®
Senior Advisor
Read Full Bio »
Gretchin McDaniel
Centralized Services Manager
Read Full Bio »
Anna McDonald
Client Service Manager
Read Full Bio »
Rich McDonald
MBA
Director of Fixed Income
Read Full Bio »
Patrick McGinnis
CFA®, CFP®
Partner
Read Full Bio »
Joshua McLain
Client Service Manager
Read Full Bio »
Jamie Mealey
CPA, CFP®
Partner
Read Full Bio »
Ryan Miener
CPA, CFP®
Client Service Manager
Read Full Bio »
Christi Miller
FPQP™
Senior Client Service Manager
Read Full Bio »
Rebecca Miller
Client Service Administrator
Read Full Bio »
Aida Miskic
Client Service Manager
Read Full Bio »
Christopher Moore
Client Service Manager
Read Full Bio »
Kimberly Mueller
CPA
Advisor
Read Full Bio »
Emily Murray
Executive Assistant
Read Full Bio »
Jacob Neiner
Intern
Read Full Bio »
Kevin Nelson
Client Service Manager
Read Full Bio »
Jennifer Nolan
MBA
Fixed Income Trader
Read Full Bio »
Alexander Norath
Client Service Manager
Read Full Bio »
Katelyn Norris
Client Service Manager
Read Full Bio »
TJ O’Meara
Senior Client Service Manager
Read Full Bio »
Thomas O’Meara
MBA, AIF®
Partner
Read Full Bio »
Charles O’Rourke
Associate Fixed Income Analyst
Read Full Bio »
Joy Orr
Client Service Manager
Read Full Bio »
Emily O’Meara
FPQP™
Client Service Manager
Read Full Bio »
Kate Parker
MBA, CPA
Advisor / Operations Manager
Read Full Bio »
Carrie Patterson
Client Service Manager
Read Full Bio »
Lisa Patton
Senior Client Service Manager
Read Full Bio »
Tracy Pauli
Executive Assistant
Read Full Bio »
Nicholas Pavlishin
Client Service Manager
Read Full Bio »
Michael Peek
CFP®
Advisor
Read Full Bio »
Nic Perez
MBA, CFP®
Senior Advisor
Read Full Bio »
Ellen Pesek
FPQP™
Senior Client Service Manager
Read Full Bio »
Kelly Petitt
Client Service Manager
Read Full Bio »
James Pieper
Client Service Manager
Read Full Bio »
Kristen Pierson
CFP®
Operations Manager
Read Full Bio »
Linda Pietroburgo
MBA, CFP®, CSRIC™
Partner
Read Full Bio »
Donald Poling
CPA
Partner
Read Full Bio »
Jon Polizzi
Client Service Administrator
Read Full Bio »
Anna Poppell
Client Service Manager
Read Full Bio »
Cierra Powers
Client Service Manager
Read Full Bio »
Daniel Prentice
Client Service Manager
Read Full Bio »
Lori Pullman
Client Service Manager
Read Full Bio »
Joshua Rauterkus
Client Service Manager
Read Full Bio »
Garrett Reeg
MBA, CFP®
Advisor
Read Full Bio »
Debbie Reimer
Executive Assistant
Read Full Bio »
Logan Reno
Client Service Manager
Read Full Bio »
John Rhodes
Client Service Manager
Read Full Bio »
Megan Nangle Riley
AIF®, J.D., LL.M.
Senior Retirement Plan Advisor
Read Full Bio »
Matthew Ring
CPA, CFP®, AIF®
Partner
Read Full Bio »
Anniece Robinson
Operations Manager
Read Full Bio »
Stephanie Rogers
CFA®, CFP®
Senior Advisor
Read Full Bio »
Brittany Root
Client Service Manager
Read Full Bio »
David Sadler
CPA, CFP®, PFS, AWMA®
Partner
Read Full Bio »
Matt Sallaberry
CEPA, CFP®
Advisor
Read Full Bio »
Matt Schaller
MBA, CFA®, CFP®
Advisor
Read Full Bio »
Katie Schell
Client Service Manager
Read Full Bio »
Alexis Schell
Client Service Manager
Read Full Bio »
Eloise Schlafly
CFP®
Advisor
Read Full Bio »
Natalie Schmidt
Client Service Manager
Read Full Bio »
Amanda Schmidt
CFP®, ChFC®, CLU®
Advisor
Read Full Bio »
Christie Schmuke
J.D.
Estate Planning Consultant
Read Full Bio »
Phil Schwab
Advisor
Read Full Bio »
Deeya Selke
Client Service Manager
Read Full Bio »
Coleman Sheehan
CPA, CFP®, MSA
Partner
Read Full Bio »
Daniel Side
CFP®
Advisor
Read Full Bio »
Brooke Sieb
Business Solutions and Strategy Manager
Read Full Bio »
Candace Simpson
Client Service Manager
Read Full Bio »
Dearicka Smith
Client Service Manager
Read Full Bio »
Teresa Spring
Operations Manager
Read Full Bio »
Emily Stark
Client Service Manager
Read Full Bio »
Randall Stauder
Portfolio Strategist
Read Full Bio »
John Steffens
CPA, MBA
Partner
Read Full Bio »
Trevor Stone
CFP®, CPA
Advisor
Read Full Bio »
Jennifer Suda
Retirement Plan Client Service Manager
Read Full Bio »
Christie Swacil
Client Service Manager
Read Full Bio »
Julie Thomas Sward
J.D., AEP®, CFP®
Partner
Read Full Bio »
Jeff Tank
CPA
Client Service Manager
Read Full Bio »
Lindsay Taylor
J.D., CFP®
Advisor
Read Full Bio »
Corey Then
General Counsel
Read Full Bio »
Michael Torney
J.D., CFP®, LL.M.
Advisor
Read Full Bio »
Danton Troyer
CFP®
Advisor
Read Full Bio »
Ben Trujillo
J.D., LL.M.
Senior Advisor
Read Full Bio »
Lauren Turner
Client Service Manager
Read Full Bio »
Jennifer Twohy
Client Service Administrator
Read Full Bio »
Danielle de Villiers
Client Service Manager
Read Full Bio »
Geneen Von Kloha
MBA, CTFA
Advisor
Read Full Bio »
Mike Vredenburgh
CFP®, AIF®, ChFC®
Advisor
Read Full Bio »
Daniel Wacker
Client Service Manager
Read Full Bio »
Mike Warner
J.D.
Advisor
Read Full Bio »
Nicholas Warren
CFP®
Senior Client Service Manager
Read Full Bio »
Douglas Weber
CPA, PFS
Partner
Read Full Bio »
Linda Weber
Client Service Administrator
Read Full Bio »
Daniel West
CPA, CFP®, PFS, AWMA
Partner
Read Full Bio »
Jerry West
CFA, CAIA, CRPC, AIF®
Senior Advisor
Read Full Bio »
Joseph West
MBA, CPA, CFP®
Advisor
Read Full Bio »
Nancy Whatley-Blaine
Director of Talent & Organizational Development
Read Full Bio »
David Wickenhauser
CFA®, CFP®, MBA
Investments Consultant
Read Full Bio »
Ron Wienstroer
CPA
Partner
Read Full Bio »
Anthony Wight
Client Service Manager
Read Full Bio »
Bethany Wilkinson
Director of Human Resources
Read Full Bio »
Karla Williams
Client Service Manager
Read Full Bio »
Tara Wilson
Bookkeeper
Read Full Bio »
Brad Wilson
Client Service Manager
Read Full Bio »
Derek Wilton
CPA, CFP®
Advisor
Read Full Bio »
Jake Winegrad
AIF®, CFP®
Partner
Read Full Bio »
Farah Winkler
CFP®, AWMA®, AIF®
Senior Advisor
Read Full Bio »
Jeffrey Wist
J.D., CFP®
Senior Advisor
Read Full Bio »
Holly Woelfel
Client Service Manager
Read Full Bio »
Brett Woodruff
Manager of Business Intelligence
Read Full Bio »
Michael Woods
Client Service Manager
Read Full Bio »
Ashley Wunderlich
CFA®, CFP®
Advisor
Read Full Bio »
Kristen Zlatic
MBA
Senior Client Service Manager
Read Full Bio »
Peter Zobel
CFP®
Client Service Manager
Read Full Bio »
Karleigh Zygmund
Client Service Manager