Diederich Brown Family Office
-
Brittney White joined the Finerty Team in 2024 as a Client Service Manager. With a passion for providing outstanding service and building strong relationships, Brittney brings a wealth of experience and expertise to her role. …
-
Blake Freund sources and evaluates alternative investment strategies encompassing private equity, credit, and real estate. Prior to joining the Finerty Team at Moneta as a Private Market Associate in 2024, Blake worked as an investment…
-
Anna McDonald joined Compardo, Wienstroer & Janes at Moneta after spending more than six years as a reporter for ESPN. She has also worked with The New York Times, FOX Sports, and USA Today. As…
-
Darla Youngquist 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…
-
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…
-
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…
-
Anthony Palazzolo works with the client facing teams to assist with the creation and implementation of their strategic plans. He is also responsible for Performance Management for the firm with the objective of helping each…
-
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…
-
As Partner on the Finerty Team, Susan Brown oversees client service and strategic initiatives for the team’s family office practice and leads the internal team that serves multi-generational client families. She works closely with many…
-
As a Private Markets Advisor, 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…
-
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 on the Diederich Simmons Perez Team in…
-
Stephanie Rogers joined Moneta’s Diederich Simmons Perez team as a Senior Advisor in 2018 to help clients navigate big picture, high impact financial decisions. She sees herself as the team’s quarterback, your go-to contact for…
-
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…
-
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…
-
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…
-
In her role as a Senior Family Office Specialist for the Finerty Team at Moneta, Yolanda Forkin focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships…
-
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…
