Diederich Brown Family Office
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Joe Schwegel works closely with clients and serves an integral role in providing exceptional service and seamless coordination across all aspects of their financial lives. He manages onboarding, oversees account administration, and partners closely with…
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Brittney White is passionate about delivering exceptional service and building meaningful client relationships. As a Client Service Manager at Moneta, she brings an attentive, solutions‑oriented approach to helping clients navigate their financial lives with clarity and confidence. Brittney earned her Political Science degree from…
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Blake Freund sources and evaluates alternative investment strategies encompassing private equity, credit, and real estate. Prior to joining Moneta as a Private Market Associate in 2024, Blake worked as an investment banking associate, where he…
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Darla Frein leverages her strengths in anticipating needs, delivering exceptional service, proactive communication, and organizational skills to effectively multi-task and foster positive relationships within her team. Her genuine passion for helping others shines through in…
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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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Drennan Bailey is a trusted advisor who helps clients plan and navigate life’s complex financial challenges. Drennan brings an eye for detail and a strong business background giving him the skills and knowledge to help…
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Katie Lewis is dedicated to serving her clients and providing a positive impact on the lives of others. In the ever-changing financial field, Katie is focused on finding the best ways to support clients as…
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As a Partner, Susan Brown oversees client service and strategic initiatives for the family office practice and leads the team that serves multi-generational client families. She works closely with many family office clients and partners…
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As Director of Private Markets, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also…
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Kim Mueller enjoys helping people navigate complex situations. She gives them peace of mind by taking care of them like family. Kim joined Moneta as a Senior Advisor in 2018 because of the firm’s clear…
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Stephanie Rogers joined Moneta as a Senior Advisor in 2018 to help clients navigate big picture, high impact financial decisions. She sees herself as the quarterback, your go-to contact for executing the best financial plays…
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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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Debbie Reimer serves as Executive Assistant to Moneta Partners Gene Diederich, Al Simmons and Nic Perez, managing their schedules to maintain well-balanced lives while keeping them organized, informed and on task with client initiatives. She…
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Logan Finerty is a Partner at Moneta, serving sophisticated families and nonprofit institutions nationwide. As the firm’s largest shareholder and a member of the Board of Directors, Logan also plays a key role in shaping Moneta’s…
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In her role as a Senior Family Office Specialist at Moneta, Yolanda Forkin focuses most of her time on the largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them…
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Moneta Partner Jeff Wist uses his significant experience and the diverse skills to help clients achieve their unique financial goals by developing thorough and flexible financial plans. Jeff earned his B.S. in Finance with a…
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Gene is the co-founder of the Diederich Brown Family Office team at Moneta, which focuses solely on Family Office services. He formerly served as the CEO of Moneta, helping to effect significant changes in management…
