About us

Meet our team

We are a dynamic, collaborative, multigenerational team of advisors, planners, and strategists.

Diane Compardo

Partner

CPA, CFP®, PFS, AWMA®

Jordan Janes

Partner

CFP®

Benjamin Trujillo

Partner

J.D., LL.M.

Ron Wienstroer

Partner

CPA

Aoifinn Devitt

Senior Investment Advisor

MBA, CFP®

Kaleb Doyle

Senior Advisor

CPA, CFP®, DACFP

Grant Edmunds

Senior Advisor

CFP®

Garrett Reeg

Senior Advisor

MBA, CFP®

Trevor Stone

Senior Advisor

CPA , CFP®

Michelle Beattie

Director of Operations

CPA

Abby Donnellan

Senior Tax Strategist

CPA

Elizabeth Sheehan

Senior Family Office Strategist

J.D.

Aaron Bosch

Advisor

CFP®

Joel Fitts

Advisor

CPA

Caroline Fugel

Advisor

CFP®

Margie Glenn

Advisor

CPA, CFP®

Max Hood

Advisor

CFP®

Kevin Nelson

Moneta Family Office

Matt Schaller

Advisor

MBA, CFA, CFP®

Anna McDonald

Senior Support Specialist – Athlete & Entertainment Services Practice

Megan Merriss

Manager of Marketing and Business Intelligence

George Astudillo

Senior Client Service Manager

Molly Bryant

Senior Client Service Manager

Katie Hackett

Senior Client Service Manager

CFP®

Ryan Matteo

Senior Client Service Manager

CFP®

Alec Roussin

Senior Client Service Manager

CPA

Maddie Westerhold

Senior Client Service Manager

CFP®

Maddie Clark

Family Office Concierge Services

CPA

Kenzie Wilson

Family Office Coordinator

Jack Brooks

Client Service Manager

Leslie Twillman

Client Service Manager

CPA, CFP®

Megan Benz

Client Service Administrator

Grace Joseph

Client Service Administrator

Tracy Pauli

Client Service Administrator

Brinn Trousdale

Client Service Administrator

Michael Hojnacki

Client/Operational Support Specialist

Stacy Amstutz

Executive Assistant