Advisor
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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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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…
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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 Coordinator because of the firm’s emphasis on serving clients and doing right by them. Noelle graduated from…
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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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Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as an Advisor at Moneta. Joe received his B.S. in Finance at the University of Kansas.…
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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…
