Advisor
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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…
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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 a Client Service Manager for the Finerty Team at Moneta, Matt Schwarz provides personalized service shaped for each client. Matt was attracted to Moneta because of its established reputation as a top RIA firm…
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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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Mike Lynch empowers clients to make optimal financial decisions. As an Advisor on the Weber Dickens Team, he aspires to grow his knowledge base as a financial planner while making his clients’ lives easier. Mike…
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Jackson Wegner is committed to helping Moneta clients build generational wealth through strategic financial planning. He believes the foundation of a successful advisory relationship begins with understanding what matters most to each client. By fostering…
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Anthony Palazzolo works with the client facing teams to assist with the creation and implementation of their strategic plans. He is also responsible for Performance Management for the firm with the objective of helping each…
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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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When Moneta’s founding Partners selected Eric Kittner as Managing Partner and Chairman of the Board in 2018, it not only signaled a passing of the torch from one generation of leadership to the next, but a seminal…
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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 PLANNER® 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 an Advisor for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals. Prior to joining the Moneta Advisory Services…
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As a Partner, Susan Brown oversees client service and strategic initiatives for the family office practice and leads the team that serves multi-generational client families. She works closely with many family office clients and partners…
