Advisor
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Moneta Partner Doug Weber serves each of his clients as their Family CFO. As Family CFO, Doug works to fully know and understand his clients in order to form a successful and unique financial plan.…
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Partner Michael Carpenter earned his Masters of Accountancy magna cum laude from the University of Missouri-Columbia in 2005 and his J.D. from Saint Louis University School of Law in 2009. Prior to joining Moneta, Michael…
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Moneta Partner David Curtis works on the Curtis Team to help clients achieve their financial goals. David earned his B.S. in Finance from the Kelley School of Business at Indiana University. With over 16 years…
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Bill Dickens works to help clients think through the various financial decisions that they face. In this challenging and rewarding role, he appreciates the confidence that clients place in his team not only as an…
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Moneta Partner Rob Hehmeyer works to create meaningful relationships and look at the big picture to offer advice to clients about the important aspects of long-term plans. Rob earned his B.A. in History from the…
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Kelli Jones spends her time with clients listening to their aspirations and asking probing questions. It is her ability to listen and find the why behind a goal that allows her to provide her clients…
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Moneta Partner Patrick Duff earned his B.S. in Business from University of Missouri-Columbia in 1981 where he was awarded a full ride scholarship to play football. Prior to joining Moneta, Pat spent ten years working…
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Moneta Partner Julie Sward works with each of her clients as their Family CFO. Selected as a Five Star Wealth Manager annually since 2012 and as a Best-in-State Advisor by Forbes/SHOOK Research, Julie uses her…
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Logan Finerty, a partner on the Finerty team, creates value through advanced planning techniques, combined with a strong ethic of personal service. Focusing on individuals, endowments, and foundations, Logan’s goal is to develop the best…
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As a Partner on the Halls Dorn Aiazzi Team at Moneta, Tony Aiazzi is first and foremost an advocate for his clients. Through a broad and deep understanding of the many technical aspects of financial…
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Moneta Partner Jeff Wist uses his significant experience and the diverse skills of the Finerty Team to help clients achieve their unique financial goals by developing thorough and flexible financial plans. Jeff earned his B.S.…
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Moneta Advisor Cynthia Kirkpatrick works on the Heffernan Team to contribute her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’…
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As an Advisor on the Curtis Team, Kate uses her love of puzzles and her detail-oriented nature to piece each client’s financial picture together. She enjoys getting to know her clients individually and helping to…
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Megan Riley works on the Finerty Retirement Team at Moneta as a Senior Retirement Plan Advisor to design programs for business owners while serving as an extension of their HR department. She serves as her…
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Laura Hessel cultivates long-lasting relationships with clients as a Senior Advisor on the Kukla McGinnis Brown Team. Laura’s goal is to understand each aspect of her clients’ financial lives to serve their best interests. Laura…
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For every client she advises, Nicole Bailey necessitates building relationships on mutual trust, confidentiality, and respect. Coupled with her significant experience, having a strong bond with clients allows her to make thoughtful, progressive decisions that…
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Sean Duggan brings significant experience and expertise in all phases of retirement plans as a Senior Retirement Plan Advisor on the Finerty Retirement Team. He helps clients plan for a successful financial future while accomplishing…
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Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals. Don and his team provide comprehensive financial advice to…
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With over thirty years of experience serving institutional and individual needs, Jim Blair is a tenured Partner at Moneta Group with one of the most successful practices in the industry. Jim earned his B.S. in Business…
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With over 30 years’ experience in the financial industry, Tim has broad and deep exposure to multiple financial disciplines including corporate and personal finance, economics, investment theory and practice, estate planning, qualified and non-qualified retirement…
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As a Family CFO, Moneta Partner Dave Sadler approaches his work with two main goals in mind: listening to clients to clearly understand their family’s financial objectives and developing personalized strategies to attain these objectives.…
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When serving as Family CFO, Moneta Partner Dan West strives to serve as his clients’ advocate and act in their best interests at all times. In order to be extremely proactive and responsive to clients’…
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Kara Harmon works with her clients at Moneta to serve as their financial advocate by providing expert advice and ‘Raving Fan’ service that every client deserves. Kara takes great satisfaction in going the extra mile…
