Advisor
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With 10 years of teaching experience and a master’s degree in Curriculum Design and Instruction, Amber Jones helps clients and their employees better understand their retirement plans and how to successfully save for the future.…
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Brad Dunajcik loves to help people find fulfillment in achieving their life goals by aiding them through their financial decisions as an Advisor at Moneta. He developed a passion for this profession by helping his…
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Robert Swieterman’s goal is to be the first person you call when you have an important financial decision to make. As an Advisor on the Kukla McGinnis Brown Team, he specializes in building trusted relationships…
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As an Advisor, Chase Coffin provides a comprehensive Family CFO service and is committed to deeply understanding your goals. Chase enjoys working with clients at every stage of the financial life cycle and strives to…
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Combining strong business experience with a passion and drive to support individuals and families achieve their personal, professional, and philanthropic goals, Heather meets clients “where they are” in their journeys and walks with them through…
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Jaye Everland is honored to guide clients on optimizing their financial resources to best serve their larger life goals. She utilizes her expertise in investment management, cash flow strategies, tax and estate planning, and financial…
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Jason Sandry works with clients to help them identify the mission behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life, but…
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Troy McQuinn is passionate about building lasting relationships and providing solutions to individuals and families while helping them navigate the many complexities of growing and protecting their wealth. Troy serves as a trusted advisor and…
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Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through…
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Ashley Rieser began her career as an economic analyst for the Central Intelligence Agency (CIA), which laid the foundation for her belief that analysis is more thorough and balanced when created by a team whose…
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Throughout his adult life, Kyle Luetters has had a passion for financial literacy and complex problem solving. Kyle has experience in investment model management, alternative investments, insurance strategies, and tax planning. He lends this expertise…
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As a business owner, entrepreneur, and Family CFO, Peter Racen values sharing his expertise to create a comprehensive wealth management plan for his clients. Having been on the other side of the table, Peter understands…
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Qualified 401(k) Administrator Tax-Exempt and Governmental Plan Consultant
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Drennan Bailey is a trusted advisor who helps clients plan and navigate life’s complex financial challenges. Drennan brings an eye for detail and a strong business background giving him the skills and knowledge to help…
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Wesley Sebacher is passionate about providing value through advanced financial planning techniques, understanding every client’s unique needs, and delivering the best possible solutions with the highest level of service. Wesley joined Moneta to continue his…
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Greg Haueisen is passionate about helping clients improve their lives and confidently pursue their goals. He values building close relationships, taking time to understand each client’s unique situation before crafting a comprehensive financial plan tailored…
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Gussie Frederici enjoys building relationships with individuals and families to better serve them and exceed their expectations as a Client Service Manager on the Finerty Team at Moneta. Gussie joined Moneta in 2021 with a…
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As an Advisor, Matt enjoys building and maintaining relationships with clients, while going above and beyond for his clients and their needs. Matt earned his Masters of Accountancy from the University of Missouri-Columbia. Before joining…
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As a Client Service Manager on the Finerty Retirement Team, Lisa Lockett primarily works with group retirement plan businesses. In this role, she is responsible for assisting plan advisors on client reviews, as well as…
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Lizzie serves as a Senior Family Office Strategist at Moneta, where she leads strategic planning and advisory services for ultra-high-net-worth individuals and families. In this role, she guides clients through sophisticated wealth transfer strategies, complex…
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Matt Schoelch joined Moneta as an Advisor on the Ring Winegrad Hunady & Sallaberry Team because he saw it as a world-class organization that always puts clients first. He thrives on the firm’s collaborative approach…
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As a Financial Advisor on the Berry Machnowski Team at Moneta, John Quinn’s primarily helps clients with the investment and planning aspects of their wealth management. Prior to joining Moneta, John served as a Financial…
