Moneta Partner Lindsay Taylor focuses on helping her clients as they go through transitions – from marriage to divorce, from first jobs to retirement. She believes helping people navigate expected and unexpected changes in their…
Laura Hessel cultivates long-lasting relationships with clients as a Senior Advisor on the McGinnis Brown Taylor Team. Laura’s goal is to understand each aspect of her clients’ financial lives to serve their best interests. Laura…
Moneta Partner Don Kukla serves as his clients’ advocate, helping them make sound financial decisions by establishing and implementing a plan focused on their personal goals. Don and his team provide comprehensive financial advice to…
Moneta Partner Patrick McGinnis is passionate about helping his clients reach their financial goals. While he enjoys the technical side of the business, developing life-long relationships with his clients is the most rewarding. Patrick joined…
Hunter Brown joined Moneta in 2009 and has since made building long-term, meaningful client relationships his highest priority. As a Partner, Hunter leads a dedicated team focused on delivering exceptional service and value through disciplined,…