Mona has more than 20 years of experience in the retirement plan services industry. She has extensive plan design and consulting experience, including 13 years working within the record-keeping division of General American/MetLife. Mona moved…
Matt Sallaberry’s expertise is about more than just money – it’s about people, dreams, and the journeys to achieve them. He draws from more than two decades in the finance industry to help a diverse…
Qualified 401(k) Administrator Tax-Exempt and Governmental Plan Consultant
Matt Schoelch joined Moneta as an Advisor on the Ring Winegrad Hunady & Sallaberry Team because he saw it as a world-class organization that always puts clients first. He thrives on the firm’s collaborative approach…
As an Advisor on the Ring Winegrad Hunady & Sallaberry Team, Jerry West enjoys working with clients to help them create and execute a plan to navigate all of life’s events. Jerry is extremely passionate…
As a Senior Advisor on the Ring Winegrad Hunady & Sallaberry Team, Brad Jacobs brings more than a decade of experience in helping clients achieve their personalized financial goals, which he says is one of…
As a Partner at Moneta, Jake Winegrad’s responsibilities fall under many diverse areas of financial planning for individuals, families and institutions. With 20 years of professional experience, Jake takes a hands-on approach in leading his…
Moneta Partner, Matt Ring, earned his B.S. in Accountancy, with honors, from the University of Illinois at Urbana-Champaign. Upon graduation, he joined the accounting firm of Arthur Andersen where he spent seven years. While there,…
Moneta Partner Brooke Hunady works on the Ring Winegrad Hunady & Sallaberry Team to help families achieve their goals. Brooke earned her B.S. in Finance from Southern Illinois University – Carbondale. Prior to joining Moneta,…