Advisor
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With more than 20 years of experience spanning accounting, corporate strategy, data analytics, market research, and financial services human-centered design, Stacey brings a unique and multifaceted perspective to Moneta. Her recent experience at Edward Jones, where…
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Matt Fletcher is a value investor at heart who enjoys managing individual stock portfolios with a dividend growth slant. After 25 years working professionally in corporate finance and investments, he joined Moneta in 2024 as an…
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As an Advisor on the Finerty Team, Kyle Wright excels at building meaningful relationships with clients to understand their goals and aspirations. He effectively communicates tailored strategies to ensure their financial well-being and peace of…
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Blake Freund sources and evaluates alternative investment strategies encompassing private equity, credit, and real estate. Prior to joining the Finerty Team at Moneta as a Private Market Associate in 2024, Blake worked as an investment…
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As a Senior Tax Strategist, Abby Donnellan, CPA helps clients better understand complex tax matters and planning opportunities. “I really enjoy collaborating with my fellow team members to deliver a comprehensive approach that provides the…
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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…
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David Breckenridge joined Moneta Group in 2006 because everything at Moneta starts with the question, “is this in the best interest of our clients?” Moneta Group was founded on the principle that our clients come…
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At Moneta, Kevin Nelson advises on the financial affairs of multi-generational families and drives strategic growth within the Family Office practice. He plays an integral role in the firm’s private markets initiatives, successfully sourcing and…
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Michelle is driven by her commitment to delivering exceptional client experiences and fostering a collaborative environment within our organization. With a background spanning public accounting, risk management, fixed-income analytics, and trading, she brings a wealth…
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Joel Fitts is a seasoned Certified Public Accountant (CPA) with nearly a decade of extensive industry experience. Joel brings a wealth of expertise and insight in providing exceptional financial guidance to his clients at Moneta.…
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Nick Jenkins is both a financial advisor and licensed attorney with extensive experience in estate planning, business planning, financial planning, retirement planning, wealth management, and insurance products. He is driven by his passion to be…
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Jake Faucett finds professional fulfillment in connecting with clients on a personal level and by consistently looking for ways to be of further service as an Advisor at Moneta. Prior to transitioning to Moneta, Jake…
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Helping clients plan for their future is what Aaron enjoys most about his role at Moneta, and his background is perfectly suited to educating and coaching families through complex situations. Before joining Moneta, Aaron was…
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Matt Schaller CFA, CFP® entered the financial services industry in 2008, witnessing firsthand how emotions can impact investor decisions during turbulent times. He made it his career mission to understand not only investments, but also…
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Before joining CWJ, Margie Glenn (Carmody) worked as a manager in KPMG’s Kansas City audit practice. There, she served clients in the investment management and broker-dealer industry while also gaining valuable experience with nonprofit foundations…
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Brie McDonald, CFP®, enjoys building relationships with clients and helping them navigate complex financial issues. Moneta’s holistic approach to financial advising through investment, estate, income tax, retirement, and business succession planning drove her to join…
