Quarterly Newsletter: Q2, 2026

Please join us in celebrating these team members on their work anniversaries this year — thank you for all you bring to the CWJ team!

Abby DonnellanCPA, Senior Tax Strategist	Celebrating 5 Years
Lizzie SheehanJ.D., Senior Family Office Strategist	Celebrating 5 Years
Maddie ClarkCPA, Family Office Concierge Services	Celebrating 5 Years
Megan BenzData Integrity and Compliance Specialist	Celebrating 10 Years
Ron WienstroerCPA, Partner	Celebrating 15 Years
Trevor StoneCPA, CFP®, Senior Advisor	Celebrating 10 Years

Congratulations to Cynthia Kirkpatrick on being elected to the Missouri Athletic Club’s Class of 2029 Board of Governors! This is a wonderful recognition of Cynthia’s leadership and dedication to the community. We couldn’t be more proud!

We are thrilled to welcome Jack Harrison Joern to the world! Congratulations to Tyler Joern and his family — we wish you all the joy this new chapter brings.

We’re excited to welcome Gio VanFleet to the CWJ team as a Senior Client Service Manager. Gio joins us from Moneta’s Centralized Portfolio Management team, where he worked closely with advisors managing client portfolios, rebalancing accounts, and supporting investment strategies. That behind-the-scenes investment experience gives him a unique perspective that strengthens the service and guidance we provide our clients every day. Before joining Moneta, Gio built his foundation in financial services at TD Ameritrade/Charles Schwab, and he is currently completing his CFP® coursework. Outside the office, Gio enjoys traveling, swimming, volunteering in the community, and is looking forward to welcoming his first child later this year.

As we continue to grow our Chicago presence, we’re excited to welcome Matt Herman as a Senior Advisor. Matt is a seasoned wealth management professional who brings deep expertise in investment management, tax planning, and comprehensive financial planning. His addition strengthens our ability to serve clients today while helping lead the continued growth of our Chicago office. Matt and his wife, Haley, live in Chicago with their two daughters. Outside of work, he enjoys golfing and exploring the city’s vibrant restaurant scene.

We’re pleased to welcome Tyler Joern back to his hometown of St. Louis. Tyler brings more than a decade of experience working with high-net-worth families and institutional investors, adding even greater depth to our advisory team. His broad investment background and thoughtful approach to financial planning make him a valuable resource for both clients and colleagues. Tyler recently returned to St. Louis with his wife and two young sons, and when he’s not in the office, he enjoys hiking, trying new restaurants and breweries, and golfing.

Our summer interns rolled up their sleeves and volunteered at the St. Louis Area Foodbank, joining together in Moneta gear to help fight food insecurity in our community.

Diane Compardo (Partner), Andy Likes (Director of Communications), and Jana Gregorek (Vice President of Talent Acquisition) traveled to SIU Carbondale for a Barron’s Investing in Education panel discussion on AI and hiring for students. Moderated by two SIU professors, the event drew more than 75 students, faculty, and staff and sparked plenty of great questions. Prior to the panel, Diane and Jana also sat down for a radio interview with WSIU Radio/NPR.

Our in-house media studio in action — Aoifinn Devitt taping a Telemundo segment from our newly built studio space.

Benjamin Trujillo and Aoifinn Devitt teamed up for a webinar sharing insights on estate planning and investment management through the lens of 2026’s bestselling memoir “Strangers” by Belle Burden.

Aoifinn guest-appeared on Cynthia’s She Lift Project podcast, and Cynthia returned the favor on Aoifinn’s Markets Happy Hour — two episodes, two conversations, one great morning in Clayton.