Family Office Advisor
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At Moneta, Kevin Nelson advises on the financial affairs of multi-generational families and drives strategic growth within the Family Office practice. He plays an integral role in the firm’s private markets initiatives, successfully sourcing and…
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Kenzie joined Compardo, Wienstroer & Janes in 2023 in the newly created role of Family Office Coordinator. Her passion for creating strong relationships with clients and colleagues makes her a perfect fit for our team.…
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Noelle Hogrebe is passionate about helping people. She joined the Finerty Team at Moneta as a Family Office Associate because of the firm’s emphasis on serving clients and doing right by them. Noelle graduated from…
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Combining strong business experience with a passion and drive to support individuals and families achieve their personal, professional, and philanthropic goals, Heather meets clients “where they are” in their journeys and walks with them through…
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As Senior Family Office Strategist, Lizzie assists clients with generational planning, family education, and legacy/charitable planning. In addition, Lizzie will help the team and clients navigate various legal matters, including estate planning and real estate…
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As Partner on the Finerty Team, Susan Brown oversees client service and strategic initiatives for the team’s family office practice and leads the internal team that serves multi-generational client families. She works closely with many…
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Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in Kansas City. Al and former colleague and fellow KU Alumnus, Gene Diederich, share…
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Grant Edmunds is a Senior Advisor at Moneta who believes that financial planning provides an excellent opportunity to impact people’s lives positively. After graduating from Kansas State University with a Bachelor of Science degree in…
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Benjamin Trujillo is a distinguished expert in corporate and partnership taxation, estate planning, estate and gift tax planning, estate and trust administration, business continuation, and business transfers. “With high-net-worth clients, estate issues are often some…
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Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and…
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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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Logan Finerty, a partner on the Finerty team, creates value through advanced planning techniques, combined with a strong ethic of personal service. Focusing on individuals, endowments, and foundations, Logan’s goal is to develop the best…
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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 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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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 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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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…
