Moneta Advisory Services
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Lauren Young holds a degree in Business Administration from Gonzaga University with concentrations in Finance and Marketing, and is a Certified Financial Planner with over fifteen years of experience in wealth management, including financial planning, trust and estate…
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Brendan Bostwick joined the Moneta Advisory Services Team as a Client Service Manager in 2021. After growing up in St. louis, he graduated from Rockhurst University in Kansas City with a B.S.B.A. in Accounting earning…
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As a Client Service Manager for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals. Prior to joining the Moneta…
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fax: (720) 579-9296 As an Advisor on the Moneta Advisory Services Team, Jennifer Litsas’ top priority is to serve her clients’ best interests. She enjoys building relationships and working together to help clients focus on…
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As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning. Stephen joined Moneta…
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Megan Kanter oversees Moneta’s Advisory Team to build and cultivate long-lasting client relationships. Megan’s goal is to empower people to make smarter financial decisions. She does this by consistently furthering her education to bring clients…
