Advisor
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Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). Now a Senior Advisor at the firm, Ingrid joined Moneta in 2009 because she was curious about the field of financial…
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Moneta Senior Advisor Lindsay Taylor focuses on helping her clients as they go through transitions – from marriage to divorce, from first jobs to retirement. She believes helping people navigate expected and unexpected changes in…
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As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial…
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Moneta Partner Allan Curtis works with his clients as their Principal Financial Advisor, or Family CFO. A CERTIFIED FINANCIAL PLANNER® professional, Allan uses his significant experience and expertise, combined with the talent of his team,…
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When advising clients, Moneta Partner Steve Finerty draws upon legal and investment training, as well as his many years of professional experience. He uses this experience to advise individuals and institutions on how to best…
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Moneta Partner Mark Heffernan serves all his clients as their Family CFO, placing high importance on making life easier for his clients. Mark has been widely quoted in both local and national financial articles and has…
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Moneta Partner Mike Johnson strives to make every client a “Raving Fan” offering each client an unparalleled level of service: “If we promise something in one week, I like to deliver in one day.” Mike…
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Moneta Partner Linda Pietroburgo spends her days advising families and retirement plan trustees on financial matters. Her ultimate goal is to build trusting relationships that allow her clients to save time and delegate financial matters…
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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 is a Partner at Moneta, serving sophisticated families and nonprofit institutions nationwide. As the firm’s largest shareholder and a member of the Board of Directors, Logan also plays a key role in shaping Moneta’s…
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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 Senior Advisor, Cynthia Kirkpatrick, contributes her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’ feelings of worry about their…
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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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As a Senior Retirement Plan Client Service Manager on the Finerty Retirement Team, Jennifer Suda primarily works with group retirement plan business. In this role, she helps clients work through any issues they may encounter,…
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In her role as a Senior Family Office Specialist for the Finerty Team at Moneta, Yolanda Forkin focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships…
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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…