Advisor
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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 to help clients achieve their unique financial goals by developing thorough and flexible financial plans. Jeff earned his B.S. in Finance with a…
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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 at Moneta, Yolanda Forkin focuses most of her time on the largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them…
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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…
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Laura Hessel cultivates long-lasting relationships with clients as a Senior Advisor on the McGinnis Brown Taylor Team. Laura’s goal is to understand each aspect of her clients’ financial lives to serve their best interests. Laura…
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For every client she advises, Nicole Bailey necessitates building relationships on mutual trust, confidentiality, and respect. Coupled with her significant experience, having a strong bond with clients allows her to make thoughtful, progressive decisions that…
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Sean Duggan brings significant experience and expertise in all phases of retirement plans as a Senior Retirement Plan Advisor on the Finerty Retirement Team. He helps clients plan for a successful financial future while accomplishing…
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Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals. Don and his team provide comprehensive financial advice to…
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With over 30 years’ experience in the financial industry, Tim has broad and deep exposure to multiple financial disciplines including corporate and personal finance, economics, investment theory and practice, estate planning, qualified and non-qualified retirement…
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As a Family CFO, Moneta Partner Dave Sadler approaches his work with two main goals in mind: listening to clients to clearly understand their family’s financial objectives and developing personalized strategies to attain these objectives.…
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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 Borglum Team to always incorporate ‘Raving Fan’ service into her work with clients. She strives to expand her involvement with clients in order to…
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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’…
