Partner
-
Moneta Partner Jamie Mealey seeks to empower his clients to go confidently in the direction of their dreams and live the life they’ve imagined. He enjoys working with senior executives, small business owners and other…
-
As Partner at Moneta, John Steffens works to go above and beyond, learn every day, and contribute to clients’ lives in a way that will lead to financial success. John earned his B.S. in Accounting,…
-
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…
-
Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…
-
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…
-
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.…
