McGinnis Brown Taylor
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Mike truly enjoys developing strong relationships with his clients through transparent and quick communication. He provides detailed projections for complex financial and tax planning and explains them to clients in an easy-to-understand way. Having a hand on the shoulder of…
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Sean Follis is passionate about putting the needs of his clients first. He enjoys getting to know his clients’ personalities and learning about their goals in order to deliver the highest level of service. In…
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Robert Swieterman’s goal is to be the first person you call when you have an important financial decision to make. As an Advisor on the McGinnis Brown Taylor Team, he specializes in building trusted relationships…
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Moneta Senior Advisor Alex Faught aims to bring Wall Street to Main Street by leveraging his 15+ year career in financial services and experience as a financial analyst to help high-net-worth families navigate the complicated nuances of…
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As an Associate Advisor on the McGinnis Brown Taylor Team, Kevin Hennessy works behind the scenes to do whatever is needed to ensure that clients meet their financial planning goals. His priority is to consistently…
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Tarah joined the McGinnis Brown Taylor team in March 2015. She was attracted to Moneta because she loves to learn something new every day in a dynamic and exciting industry. Before joining Moneta, Tarah was…
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Brittany Root joined Moneta Group in 2015 after several years in retail management. She loves her team’s dedication to their clients, and she enjoys deepening her knowledge of financial planning. Brittany graduated from Missouri State…
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Stephanie finds Moneta’s team culture very motivating. She is inspired by Moneta’s dedication to their clients and is impressed that Moneta continues to improve its already-exceptional client service. At Southern Illinois University – Edwardsville, Stephanie…
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Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). She is a tenured Senior Advisor on the McGinnis Brown Taylor Team at Moneta, working closely with successful individuals and families. A problem‑solver at heart and…
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Alicia Faerber is a problem solver who loves to put the pieces of her clients’ financial puzzles together. At Moneta, she enjoys challenging herself daily and constantly learning something new. Alicia graduated from the University…
