Advisor
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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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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…
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Caroline Fugel, CFP®, serves successful clients by developing, implementing, and monitoring comprehensive financial plans. Caroline enjoys her work at Moneta because of Moneta’s holistic approach to financial advising through tax, estate, and investment planning. She…
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Ryan earned his Masters of Accountancy summa cum laude from the University of Missouri-Columbia in 2016. Before joining Moneta, Ryan was a risk assurance associate for Pricewaterhouse Coopers. At Moneta, Ryan works for the Carpenter…
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Kyle Marra builds trust and confidence with his clients by focusing his advice on their personal goals, needs, and situation. Before joining Moneta as an Advisor on the Sheehan Steffens Akins Han Team, Kyle earned…
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Matt Sallaberry’s expertise is about more than just money – it’s about people, dreams, and the journeys to achieve them. He draws from more than two decades in the finance industry to help a diverse…
