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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As the author of two books who is frequently consulted by the media for his financial expertise, Travis Freeman enjoys helping successful families make the most of their wealth. “I help people simplify the complexities…
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Sarah Bertman loves working with individuals and institutions to manage all financial needs. She enjoys developing strong client relationships while providing outstanding customer service as a Senior Client Service Manager for the Finerty Team at…
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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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Ashley Byington strives to provide a personalized, meaningful relationship to each of her clients as she addresses the financial needs in their life. She earned her designation as a Financial Paraplanner Qualified Professional™ (FPQP) in…
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Jack Armstrong enjoys his day-to-day interaction with clients in his role as an Advisor for the Diederich Simmons Perez Team. He also takes great pride in assisting the team’s Advisors in creating a better future…
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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 positively impact people’s lives. After graduating from Kansas State University with a Bachelor of Science degree in…
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In his hybrid role as an Investment Specialist and Client Service Manager, Tim Burford works closely with the team’s Portfolio Strategist to research, model, and implement investment ideas and monitor cash flows and asset allocation.…
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Ben Trujillo is a trusted advisor to ultra-affluent families, helping them navigate the complexities of wealth with clarity, intention, and confidence. With nearly three decades of experience in estate and gift tax planning, business succession,…
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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…
