Advisor
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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…
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Moneta Senior Advisor Ryan Martin works on the Johnson Team to deliver ‘Raving Fan’ service in every client interaction. Knowing his clients entrust him with their most sensitive financial and family matters, he is committed…
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Moneta Partner, Matt Ring, earned his B.S. in Accountancy, with honors, from the University of Illinois at Urbana-Champaign. Upon graduation, he joined the accounting firm of Arthur Andersen where he spent seven years. While there,…
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Ron has been a driving force behind the Compardo, Wienstroer & Janes’ tremendous growth and increased national presence during the past decade. In addition to serving a select roster of clients, he oversees the day-to-day…
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Hunter Brown joined Moneta in 2009 and has since made building long-term, meaningful client relationships his highest priority. As a Partner, Hunter leads a dedicated team focused on delivering exceptional service and value through disciplined,…
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Moneta Partner Jordan Janes leads the Compardo, Wienstroer & Janes Team’s professional athlete practice. He specializes in delivering personalized financial advisory services to professional athletes and their families. Jordan and his team build lifelong, value-added…
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As a Senior Advisor at Moneta, Anne works closely with clients through every phase of their financial and personal journeys—from those just beginning their path to financial independence to those navigating the intricacies of retirement.…
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Moneta Senior Advisor Farah Winkler works on the Sadler Harmon Chalmers Team to always incorporate ‘Raving Fan’ service into her work with clients. She strives to expand her involvement with clients in order to better…
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Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’…
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Moneta Group Partner Nancy Georgen works with her clients to fully understand their specific goals, objectives, and detailed financial information. By paying close attention to the details, Nancy is able to offer comprehensive advice on investment,…
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Moneta Partner Jamie Mealey seeks to empower his clients to go confidently in the direction of their dreams and live the life they’ve imagined. He enjoys working with senior executives, small business owners and other…
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As Partner at Moneta, John Steffens works to go above and beyond, learn every day, and contribute to clients’ lives in a way that will lead to financial success. John earned his B.S. in Accounting,…
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Diane Compardo is the founding partner of Compardo, Wienstroer & Janes at Moneta, where she utilizes her 25+ years of industry experience to fulfill her passion for serving clients. Under Diane’s leadership, her team has…
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Moneta Advisor Geneen Von Kloha holds the Certified Trust and Financial Advisor designation as well as the Accredited Trust and Fiduciary Advisor designation and has been selected annually since 2015 as a FIVE STARSM Wealth…
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Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…
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Moneta Partner Brooke Hunady works on the Ring Winegrad Hunady & Sallaberry Team to help families achieve their goals. Brooke earned her B.S. in Finance from Southern Illinois University – Carbondale. Prior to joining Moneta,…
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Moneta Partner Gene Diederich is recognized as a trusted advisor who combines deep expertise with a genuine commitment to his client’s success. His approach is characterized by a strong focus on relationship-building, integrity, and transparency.…
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Partner and Family CFO Coleman Sheehan began working at Moneta as an Advisor. Throughout his career, he has acquired the expertise necessary to provide the highest quality of service to a vast array of clients both locally and…
