Advisor
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A former college athlete, Trevor has witnessed the tremendous value of teamwork and truly believes it is an integral part of success, both in business and in sport. He brings this philosophy and experience each…
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Matt Erker thrives on applying his extensive background in tax and finance to help clients achieve their financial goals. Life is unpredictable—and everyone follows their own path. The last thing most people want is for…
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Patrick works with clients to identify and meet their financial goals. The strategic elements of investment and financial planning and the tangible impact a trusted advisor can play in helping a client meet their long-term…
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As an Advisor on the Koeneman Team, Andy Glenn lends his extensive investment expertise to finding solutions to the unique financial needs of each of his clients. Andy earned his B.S. in Business Economics and…
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Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and…
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As Portfolio Strategist, Randall Stauder leads many of the teams’ investment initiatives in both public and private markets. A founding member of Moneta’s Private Market Team, Randall is instrumental in sourcing and evaluating alternative investment…
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As an Advisor on the Finerty Team, Thatcher Crawford enjoys working with his clients while assisting them in achieving their financial goals. One of the most enjoyable aspects of his job is the opportunity to…
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As a Partner on the Sadler Harmon Chalmers Team, James Chalmers strives to deliver ‘Raving Fan’ service to every individual client. Acting as his clients’ Chief Financial Officer, he works to formulate appropriate financial strategies…
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As a Senior Advisor on the Ring Winegrad Hunady & Sallaberry Team, Brad Jacobs brings more than a decade of experience in helping clients achieve their personalized financial goals, which he says is one of…
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As a Partner at Moneta, Jake Winegrad’s responsibilities fall under many diverse areas of financial planning for individuals, families and institutions. With 20 years of professional experience, Jake takes a hands-on approach in leading his…
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Eloise Schlafly loves her clients. As their Family CFO, she serves as their go-to resource for all financial family matters. From tax planning to estate conversations, from changing education goals to understanding investment implications, Eloise…
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As a CFP® professional, Samriti helps her clients plan for their most important financial goals. What qualifies as an important financial goal is different for each client – Samriti learned this experiencing different cultures as…
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As a CERTIFIED FINANCIAL PLANNER™ (CFP), Garrett serves as a primary point of contact for his clients to coordinate their daily financial affairs. Garrett is instrumental with the training and development of junior team members,…
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As an Advisor at Moneta, Derek Wilton works closely with his clients to develop and implement a strategy designed to help them achieve their life’s most important goals. He and his colleagues collaborate to fully…
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As an Advisor on the Sadler Harmon Chalmers Team, Liz Lynch strives to build trusting relationships with clients and provide ‘Raving Fan’ service at all times. A problem solver by nature, Liz finds that discovering solutions to…
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Lauren Hunt is a Senior Advisor at Moneta who helps her clients achieve financial peace of mind. She understands that money matters are often emotional and complex, so she offers compassionate guidance and sound advice…
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Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). Now a Senior Advisor at the firm, Ingrid joined Moneta in 2009 because she was curious about the field of financial…
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Moneta Senior Advisor Lindsay Taylor focuses on helping her clients as they go through transitions – from marriage to divorce, from first jobs to retirement. She believes helping people navigate expected and unexpected changes in…
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As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial…
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Moneta Partner Allan Curtis works with his clients as their Principal Financial Advisor, or Family CFO. A CERTIFIED FINANCIAL PLANNER™ professional, Allan uses his significant experience and expertise, combined with the talent of his team, to…
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When advising clients, Moneta Partner Steve Finerty draws upon legal and investment training, as well as his many years of professional experience. He uses this experience to advise individuals and institutions on how to best…
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Moneta Partner Mark Heffernan serves all of his clients as their Family CFO. As Partner Financial Advisor, Mark places high importance on making life easier for his clients. Mark has been widely quoted in both…
