Advisor
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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…
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Bringing empathy and passion to every client experience, Moneta Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships. Joe received his B.S. in…
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Mike truly enjoys developing strong relationships with his clients through transparent and quick communication. He provides detailed projections for complex financial and tax issues and explains them to clients in an easy-to-understand way. Having a…
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Andrew Bouquet works on the Sheehan Steffens Akins Han Team. Andrew joined Moneta because of his desire to develop close, lasting relationships with his clients and to make a positive impact in their lives. Andrew…
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Conor Eagan is passionate about working at Moneta because it allows him to grow in his career and develop his financial knowledge while also making a difference in his clients’ lives. Conor earned a Bachelor…
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As an Advisor on the SHC Team, Nick Warren loves helping clients realize their financial goals and preparing a strategy to achieve them. After graduating from Missouri State University with a bachelor’s degree in Accounting…
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As an Advisor on the Sadler Harmon Chalmers Team, Bryan Hebron’s main priority is the client. In his role, he enjoys interacting with and servicing the everyday needs of the clients, while always maintaining the…
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Sean Follis is passionate about putting the needs of his clients first. He enjoys getting to know his clients’ personalities and learning about their goals in order to deliver the highest level of service. In…
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As an Advisor on the Halls Dorn Aiazzi Team, Jami Choinka prioritizes the highest standard of service and strives to go above and beyond for every client. She especially enjoys the opportunity to help clients…
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As an Advisor on the Carpenter Hehmeyer Team, Kate Kloster’s priority is to consistently provide clients with ‘Raving Fan’ service. When working with client portfolios, Kate ensures that everything is executed and completed according to…
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Moneta Advisor Kristin Brown serves her clients by having what is in their best interest in mind at all times. A member of the Blair Sheehan Steffens Akins Han Team, she has seen how much…
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Moneta Advisor Conner Harrison uses his extensive accounting background as a CPA to help clients from a tax perspective. His goal is to provide personalized service and improve their financial situation through strategic tax planning…
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Sean Ridley helps families plan, evolve, and maneuver more freely through the critical passages of life. He also enjoys providing guidance for entrepreneurs, business owners, and employees with unique equity exposure. As a CERTIFIED FINANCIAL…
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As an Associate Advisor on the Everland Sandry Team at Moneta, Brandon Bineau assists clients in defining and pursuing their financial goals, implementing their financial action plan, and monitoring their progress throughout life so they…
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Lauren Young holds a degree in Business Administration from Gonzaga University with concentrations in Finance and Marketing, and is a Certified Financial Planner with over fifteen years of experience in wealth management, including financial planning, trust and estate…
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Michael Walsh, Managing Partner and Branch Manager, co-founded Juniper Wealth Advisors in 2009. He specializes in comprehensive wealth management and investment planning to help clients achieve their long-term financial goals. After starting his career at…
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As an Advisor, Jerrod Anderson works to build deep relationships with successful families and institutions to develop customized solutions to fit their unique and complex needs. Jerrod also leads the Finerty Team’s Investment Committee, which…
