Advisor
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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…
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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…
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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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Dan Kissling is an experienced financial advisor with a decade of expertise in helping clients navigate their financial journeys. He provides personalized financial guidance, tailoring strategies for each client’s unique needs and empowering them to…
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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’s role at Moneta provides him with the opportunity to advance his career by expanding his financial knowledge in an ever-changing environment and learning from his talented colleagues. Conor takes pride in applying his…
