Advisor
-
Moneta Partner Jordan Janes leads the Compardo, Wienstroer & Janes Team’s professional athlete practice. He specializes in delivering personalized financial advisory services to professional athletes and their families. Jordan and his team build lifelong, value-added…
-
As a Senior Advisor at Moneta, Anne works closely with clients through every phase of their financial and personal journeys—from those just beginning their path to financial independence to those navigating the intricacies of retirement.…
-
Moneta Senior Advisor Farah Winkler works on the Sadler Harmon Chalmers Borglum Team to always incorporate ‘Raving Fan’ service into her work with clients. She strives to expand her involvement with clients in order to…
-
Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER® and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’…
-
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,…
-
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…
-
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,…
-
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.…
-
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…
-
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,…
-
Gene is the founder of the Diederich Perez 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…
-
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…
