Advisor
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Moneta Group Partner Nancy Georgen works with her clients to fully understand their specific goals, objectives, and detailed financial information. By paying close attention to the details, Nancy is able to offer comprehensive advice on investment,…
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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…
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As Partner at Moneta, John Steffens works to go above and beyond, learn every day, and contribute to clients’ lives in a way that will lead to financial success. John earned his B.S. in Accounting,…
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Diane Compardo is a Barron’s Hall of Fame Advisor and the founding partner of Compardo, Wienstroer & Janes at Moneta, where she utilizes her 25+ years of industry experience to fulfill her passion for serving clients.…
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Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…
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Moneta Partner Brooke Hunady works on the Ring Winegrad Hunady & Sallaberry Team to help families achieve their goals. Brooke earned her B.S. in Finance from Southern Illinois University – Carbondale. Prior to joining Moneta,…
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Gene is the co-founder of the Diederich Brown Family Office team at Moneta, which focuses solely on Family Office services. He formerly served as the CEO of Moneta, helping to effect significant changes in management…
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Partner and Family CFO Coleman Sheehan began working at Moneta as an Advisor. Throughout his career, he has acquired the expertise necessary to provide the highest quality of service to a vast array of clients both locally and…
