Advisor
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With decades of experience in financial planning, Thomas A. Lane, Jr. is dedicated to helping Moneta clients achieve their financial goals through a collaborative, client-first approach. As Partner Emeritus of the Lane Hipple Team, Thomas…
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Tom Lane believes that building trust is the cornerstone of every client relationship. As a Partner with the Lane Hipple Team at Moneta, Tom is dedicated to understanding each client’s unique goals and concerns, ensuring that…
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Andrew C. Hipple is deeply invested in the financial well-being of every client he serves as Managing Partner of The Lane Hipple Team. Andrew’s approach goes far beyond investment management—he actively partners with clients to…
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Keegan Jennings is dedicated to helping clients thrive through strategic growth and personalized service. She joined Moneta in 2025, bringing more than 15 years of experience in growth strategy and client relationship management. Her career…
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Justin Crump helps families navigate the complex challenges of today’s financial world by supporting the execution of their wealth management strategies. Justin built his career in financial services through roles at Edward Jones and Syntegra…
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Anthony Forcione brings more than 30 years of experience in investing and advising clients. His passion for research, capital markets, portfolio management and asset allocation serve as a resource for clients in addition to a…
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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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St. Louis, Missouri Advisor who builds multi-generational plans that reflect each family’s unique complexity. Certifications: CERTIFIED FINANCIAL PLANNER® (CFP®) • Certified Private Wealth Advisor® (CPWA®) • Accredited Investment Fiduciary® (AIF®) Specialties: Ultra-High-Net-Worth Families • Corporate Executives •…
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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…
