Advisor
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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…
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As a Senior Retirement Plan Advisor on the Finerty Retirement Team at Moneta, Sarah Bishop advises business owners and leaders in all areas of their retirement plan design, supporting them in navigating the complexities of…
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As an Advisor on the Finerty Team at Moneta, Brannon Champagne works to help clients achieve their goals and enjoys serving their financial needs through research, problem solving, and effective communication. Brannon attended the University…
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As an Advisor on the Hadary Team, Jackson Wegner prioritizes clients’ best interests to strategically plan and achieve goals to build generational wealth. By building a personal relationship and an understanding of what matters most…
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Aoifinn is passionate about financial markets, knowledge sharing and education. She strives to demystify the world of investing for clients by educating them rather than merely offering advice. Her commitment to reducing complexity has empowered…
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In 2018 Eric Kittner ushered in the next generation of leadership at Moneta. During that time, Moneta has transformed from a single-location Midwest firm into one of the nation’s largest, top ranked fee-only independent RIAs,…
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Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNERTM professional, Pat takes a goal-based approach to…
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As your Advisor, Bryan Nelson provides a comprehensive Family CFO service and is committed to deeply understanding his clients’ goals. Bryan enjoys working with clients at every stage of the financial life cycle and strives…
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As an Advisor on the Halls Dorn Aiazzi Team at Moneta, Brian Hires is motivated by the mission of helping his clients achieve their unique objectives. Brian joined Moneta in 2021, following a 16-year career…
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Kevin Ward enjoys helping clients and their families identify and realize their multi-generational goals and objectives. As an Advisor for the team, he leverages Moneta’s size and independence to ensure each client is receiving the…
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Stephen Hoerr joined the Sward team as an Advisor in 2021. He enjoys working at Moneta because of its adherence to the fiduciary duty, the Family CFO structure and the opportunity to plan multiple aspects…
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Oliver has been with The Berry Group since 2013, serving clients in a variety of capacities while bringing strong initiative and commitment to his role as an Advisor. He provides financial advice and investment management…
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Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His…
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Sarah has developed an approach to advising her clients based on straight talk, common sense and simplified holistic investing. She honed her beliefs over her 35+ years as an Advisor with A.G. Edwards and Sons…
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As Partner on the Finerty Team, Susan Brown oversees client service and strategic initiatives for the team’s family office practice and leads the internal team that serves multi-generational client families. She works closely with many…
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fax: (720) 579-9296 As an Advisor on the Moneta Advisory Services Team, Jennifer Litsas’ top priority is to serve her clients’ best interests. She enjoys building relationships and working together to help clients focus on…
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Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in Kansas City. Al and former colleague and fellow KU Alumnus, Gene Diederich, share…
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As a Private Markets Advisor, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also…
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As an Advisor, Ryan enjoys helping clients with complex investment and estate planning decisions. He enjoys the opportunity to work with Family Office and Family CFO clients, as well as current and former athletes. Before…
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As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning. Stephen joined Moneta…
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As a Senior Advisor on the SHC Team, Kristi Borglum serves as a trusted partner helping clients navigate all areas of their financial lives. She strives to take the burden of worry off client’s minds…
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Charlie Mueth loves helping clients organize their financial situation and setting them on a path to achieve their financial goals. He is thrilled to be part of Moneta, specifically for its dedication to world-class client…
