Senior Advisor
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As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial…
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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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Laura Hessel cultivates long-lasting relationships with clients as a Senior Advisor on the Kukla McGinnis Brown Team. Laura’s goal is to understand each aspect of her clients’ financial lives to serve their best interests. Laura…
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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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Moneta Advisor Cynthia Kirkpatrick works on the Heffernan Team to contribute her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’…
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Moneta Senior Advisor Farah Winkler works on the Sadler Harmon Chalmers Team to always incorporate ‘Raving Fan’ service into her work with clients. She strives to expand her involvement with clients in order to better…
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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 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…