Advisor
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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…
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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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Phoenix, Arizona Advisor building a lasting practice in her community, one trusted relationship at a time. Certifications: MBA • CERTIFIED FINANCIAL PLANNER® (CFP®) Specialties: Physicians & Dentists I come from a banking background, so finance has always…
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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 a strategic advisor, helping clients align their decisions with long-term…
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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 Borglum 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…
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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…
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Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). She is a tenured Senior Advisor on the McGinnis Brown Taylor Team at Moneta, working closely with successful individuals and families. A problem‑solver at heart and…
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Moneta Partner 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 their…
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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. Armed with…
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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…
