Advisor
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St. Louis, MO fee-only financial planner supporting women, couples and businesses. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Moneta, Maggie Rapplean brings an entrepreneurial spirit that helps her connect with other business owners…
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Danton Troyer brought his individual practice to Moneta in 2018, after more than a decade on his own. Adding the support of our team, backed by an Enterprise Service Team, to Danton’s personal expertise and…
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Not everyone experiences food stamps growing up, but Travis Freeman did. “Those challenging financial times sparked a powerful interest in money at a young age. Today, I’m blessed with a unique skillset and a talented…
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Matt Manies began working as an Advisor at Moneta in October 2019. Drawn to navigating clients through today’s complex financial landscape, Matt delivers personalized advice that is focused on each client’s unique financial situation and…
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Megan Kanter oversees Moneta’s Advisory Team to build and cultivate long-lasting client relationships. Megan’s goal is to empower people to make smarter financial decisions. She does this by consistently furthering her education to bring clients…
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fax: (720) 579 – 9296 Moneta Partner Erin Hadary helps clients find purpose and clarity in their financial lives while empowering them to live the life they imagine. She enjoys learning about the values and…
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With more than 25 years of experience in the financial services industry, Lynn is passionate about helping highly successful families, executives, and business owners accomplish their financial objectives. A graduate of Harvard University, two-time magna…
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As an Advisor and CERTIFIED FINANCIAL PLANNER™ on the Finerty Team, Nicholas Pavlishin builds personal relationships with each client so he can learn how to serve them best. He anticipates needs and focuses on communicating…
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Jack Grover serves as the trusted advisor for a select number of high-net-worth individuals and their families. Rooted in experience, he takes the approach that the complexities of wealth require thoughtful expertise anchored first and…
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Moneta Senior Advisor Alex Faught aims to bring Wall Street to Main Street by leveraging his 15+ year career in financial services and experience as a financial analyst to help high-net-worth families navigate the complicated nuances of…
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Phil Schwab left Edward Jones and joined Moneta as an Advisor in 2019 because he wanted to make a more meaningful impact on people’s lives – he wanted to make a difference. At Moneta, Phil…
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Grant Edmunds is a Senior Advisor at Moneta who believes that financial planning provides an excellent opportunity to impact people’s lives positively. After graduating from Kansas State University with a Bachelor of Science degree in…
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Benjamin Trujillo is a distinguished expert in corporate and partnership taxation, estate planning, estate and gift tax planning, estate and trust administration, business continuation, and business transfers. “With high-net-worth clients, estate issues are often some…
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Kim Mueller enjoys helping people navigate complex situations. She gives them peace of mind by taking care of them like family. Kim joined Moneta as a Senior Advisor on the Diederich Simmons Perez Team in…
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As an Advisor at Moneta, Mike Warner strives to build lasting relationships with each of his clients that are based on trust, understanding and compassion. He feels fortunate every day to collaborate with his exceptionally…
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As an Advisor on the Ring Winegrad Hunady & Sallaberry Team, Jerry West enjoys working with clients to help them create and execute a plan to navigate all of life’s events. Jerry is extremely passionate…
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Stephanie Rogers joined Moneta’s Diederich Simmons Perez team as a Senior Advisor in 2018 to help clients navigate big picture, high impact financial decisions. She sees herself as the team’s quarterback, your go-to contact for…
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Moneta Advisor Mike Vredenburgh strives to lend his expertise and experience to the pursuit of his clients’ goals. No matter the situation, Mike works to identify solutions that serve the best interests of his clients…
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Amanda Schmidt joined Moneta as an Advisor in 2017 because she wanted a deeper, more intimate and less sales-oriented relationship with her clients. At Moneta she found the opportunity to serve a much smaller number…
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Every family holds unique values. Moneta Partner Tasha Borglum spends her days getting to know her clients, their family members and what makes them all “tick” as individuals. She designs plans customized to their goals,…
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Raised on a farm in Southeast Missouri, Kaleb brings a unique background to our team. His upbringing instilled the values of work ethic, trust, family, and faith. Although he chose not to pursue the profession…
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Mike is a Partner on the Duff Torney team with a planning specialty in taxation and estate planning. His typical clients are business owners, executives, physicians and lawyers. Mike is consulted to create client tax…
