Advisor
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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…
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fax: (720) 579-9296 As an Advisory Consultant on the Moneta Advisory Services Team, Jennifer Litsas’ top priority is to serve her clients’ best interests. She enjoys building relationships and working together to help clients focus…
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Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in Kansas City. Al and former colleague and fellow KU Alumnus, Gene Diederich, share…
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As Director of Private Markets, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also…
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As an Advisor, Ryan enjoys helping clients with complex investment and estate planning decisions. He enjoys the opportunity to work with Family Office and Family CFO clients, as well as current and former athletes. Before…
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As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning. Stephen joined Moneta…
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As a Partner on the Sadler Harmon Chalmers Borglum Team, Kristi Borglum serves as a trusted partner helping clients navigate all areas of their financial lives. She strives to take the burden of worry off…
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Charlie Mueth enjoys helping clients organize their financial situation and setting them on a path to achieve their financial goals. He is thrilled to be part of Moneta, specifically for its dedication to world-class client…
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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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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 dreams of creative people 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 meaningful relationships with each client to understand their priorities and serve them with clarity, simplicity, and foresight. Nicholas joined Moneta…
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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…
