Advisor
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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 in 2018 because of the firm’s clear…
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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 as a Senior Advisor in 2018 to help clients navigate big picture, high impact financial decisions. She sees herself as the quarterback, your go-to contact for executing the best financial plays…
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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…
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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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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 a Partner on the Koeneman Glenn 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…
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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 Borglum 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…
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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…
