Advisor
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Kyle DeWitt is an Advisor with the Sheehan Steffens Akins Han Team at Moneta with extensive experience in the legal and financial fields. He helps clients with estate planning, liquidity events, and multi-generational family wealth…
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Christina Link operates with a strong moral compass and a constant drive to improve herself and the world around her. She enjoys helping people and providing first-class service. As an Advisor at Moneta and CERTIFIED…
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Taylor Howe seeks to develop a deep understanding of his clients’ purpose as he develops a tailored plan of action to help accomplish what is most important in their lives. He believes money is a…
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Brittney White is passionate about delivering exceptional service and building meaningful client relationships. As a Client Service Manager at Moneta, she brings an attentive, solutions‑oriented approach to helping clients navigate their financial lives with clarity and confidence. Brittney earned her Political Science degree from…
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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 Moneta as a Private Market Associate in 2024, Blake worked as an investment banking associate, where he…
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Jacob Malina’s experience providing personalized financial solutions to ultra-high-net-worth, multi-generational families gives him a deep understanding of the complexities and unique planning needs that accompany wealth. His technical expertise in this space includes preparing tax…
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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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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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As a dedicated Advisor at Moneta, Max embodies an enthusiasm for financial planning and building robust client relationships. He finds fulfillment in guiding families through intricate financial matters and values the collaborative process of finding…
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Joel Fitts is a seasoned Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER (CFP®) with nearly a decade of extensive industry experience. Joel brings a wealth of expertise and insight in providing exceptional financial guidance…
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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…
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Caroline Fugel, CFP®, supports successful clients by crafting, executing, and maintaining comprehensive financial plans. She thrives at Moneta, drawn to its holistic approach that integrates tax, estate, and investment planning. Caroline especially enjoys the dynamic…
