Partner
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Moneta Partner Mark Heffernan serves all of his clients as their Family CFO. As Partner Financial Advisor, Mark places high importance on making life easier for his clients. Mark has been widely quoted in both…
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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…
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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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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 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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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 Patrick Duff earned his B.S. in Business from University of Missouri-Columbia in 1981 where he was awarded a full ride scholarship to play football. Prior to joining Moneta, Pat spent ten years working…
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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 since 2012 and as a Best-in-State Advisor by Forbes/SHOOK Research, Julie uses her…
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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 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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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 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 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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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 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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Since joining the firm in 2009, building long-term relationships with his clients has been the highest priority for Moneta Partner Hunter Brown. Hunter and his team are dedicated to providing the highest level of service…
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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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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…
