Advisor
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As an Advisor, Jerrod Anderson works to build deep relationships with successful families and institutions to develop customized solutions to fit their unique and complex needs. Jerrod also leads the Finerty Team’s Investment Committee, which…
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Brendan Mulhearn understands that everyone’s financial life and relationship with money is unique, and he enjoys learning about the specific goals of each client as an Advisor on the Berry Machnowski Team. He also brings…
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Noelle Hogrebe is passionate about helping people. She joined the Finerty Team at Moneta as a Family Office Associate because of the firm’s emphasis on serving clients and doing right by them. Noelle graduated from…
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Bobby Schafer, CFP®, serves as a trusted advisor for individuals and families seeking clarity and confidence in their financial lives. With more than a decade of industry experience—nine of those years as a financial advisor—Bobby brings…
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Jess Binkley assists the Finerty Team at Moneta on a variety of projects, daily tasks, and audits as a Client Service Manager. She is always eager to help the team stay organized and efficient. Jess…
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As a Family CFO Client Service Administrator for the Finerty Team at Moneta, Sierra Vinyard supports her team’s and firm’s mission of empowering people to navigate life’s path by assisting with reports, mail, client information…
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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 McGinnis Brown Taylor 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 dedicated to delivering exceptional value through advanced financial planning and a deep understanding of each client’s unique needs. Wesley brings an extensive comprehension of the nuances of financial planning to guide clients…
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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…
