Advisor
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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…
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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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Deb Brandenberg serves Moneta clients by providing an extra line of communication to the Finerty Team. She also helps her team with scheduling and reporting in her role as executive assistant to Partner Steve Finerty.…
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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 Executive Assistant, Emily McCrary provides exceptional support to the Finerty Team at Moneta, empowering them to focus on serving clients and their individual financial needs. Emily graduated from Southeast Missouri State with a…
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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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Christi Miller enjoys the long-standing relationships she develops with her clients and their families while providing them with continued ‘Raving Fan’ service as a Senior Client Service Manager on the Finerty Team at Moneta. Christi…
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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…
