Advisor
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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 Senior 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.…
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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 planning and explains them to clients in an easy-to-understand way. Having a hand on the shoulder of…
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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…
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As an Advisor on the SHCB 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 Borglum 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…
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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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Jordan Warners serves Moneta clients as an Advisor on the Kittner Team, bringing a thoughtful and comprehensive approach that emphasizes exceptional service. He joined Moneta in 2024, inspired by the firm’s commitment to going further…
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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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Darla Frein leverages her strengths in anticipating needs, delivering exceptional service, proactive communication, and organizational skills to effectively multi-task and foster positive relationships within her team. Her genuine passion for helping others shines through in…
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Sandra Roberts joined Moneta in 2024 and serves as an administrative assistant to Partner Jeff Wist on the Finerty Team. In this role, she manages scheduling, organizes tasks, and implements strategies that enhance team efficiency,…
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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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Lauren Young is a CERTIFIED FINANCIAL PLANNER® who holds a degree in Business Administration from Gonzaga University, with concentrations in Finance and Marketing. She brings almost twenty years of experience in wealth management, spanning financial planning, trust and…
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Michael Walsh, co-founded the Hiett Walsh Team 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 Nuveen Investments and Smith…
