Advisor
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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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St. Louis, Missouri Partner who has spent more than three decades helping families turn complex financial challenges into real solutions. Experience: 34 Years of Experience, Spanning the Tech Bubble, the 2007–09 Financial Crisis, and Every Bear…
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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 from 2012-2022 [1] and as a Best-in-State Advisor by Forbes/SHOOK Research[2] , Julie…
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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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St. Louis, Missouri Client advocate and tax planning specialist who digs deep to take care of business owners and their families across the full complexity of their financial lives. Specialization: Business Owners • Tax Planning…
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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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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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St. Louis, Missouri Team co-founder and seasoned advisor who brings nearly 40 years of experience to helping business owners and successful families navigate the decisions that shape their financial lives. Specialization: Business Owners • 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,…
