Senior Retirement Plan Advisor
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As a Senior Retirement Plan Advisor on the Finerty Retirement Team at Moneta, Sarah Bishop advises business owners and leaders in all areas of their retirement plan design, supporting them in navigating the complexities of…
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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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Sean Duggan brings significant experience and expertise in all phases of retirement plans as a Senior Retirement Plan Advisor on the Finerty Retirement Team. He helps clients plan for a successful financial future while accomplishing…