About us
Advising successful families across the globe.
Meet our team
We are a dynamic, collaborative, multigenerational team of advisors, planners, and strategists.
Kevin Nelson
Moneta Family Office
Megan Merriss
Senior Manager – Marketing & Communications
Anna McDonald
Senior Support Specialist – Athlete & Entertainment Services Practice
George Astudillo
Senior Client Service Manager
Molly Bryant
Client Service & Team Development Leader
Kenzie Ayala
Senior Family Office Associate
Michael Hojnacki
Family Office Legal Specialist
Charles Basile
Client Service Manager
Charlie Carse
Client Service Manager
Lauren Cherry
Client Service Manager
Dan Jensen
Client Service Manager
Grace Joseph
Senior Client Service Manager
Lexi Kossmann
Client Service Manager
Andrew Munie
Client Service Manager
Griffin Sehring
Client Service Manager
Brinn Trousdale
Client Service Manager
Cole Wheeler
Client Service Manager
Alexis Woodman
Client Service Manager
Megan Benz
Data Integrity and Compliance Specialist
Tracy Pauli
Client Service Administrator
Shelby Watson
Office Administrator
Tricia Dattilo
Financial Operations Supervisor
Recent accolades
Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients. No payment was made for inclusion in this ranking. Forbes (FB) Top Women Wealth Advisors ranking dated February 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017 based on data provided to FB for time period ending Sep. 30, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, methodology; Best-In-State Wealth Advisors ranking dated April 2024, 2023, 2022, 2021, 2020, 2019, 2018 based on data provided to FB for time period ending Sep. 30, 2023, 2022, 2021, 2020, 2019, 2018, 2017, methodology; Barron’s (BN) Top 100 Women Financial Advisors ranking dated June 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 based on data provided to BN for time period of Q1 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, methodology; Barron’s Top 100 Independent Advisors ranking dated September 2024, 2022, 2021, 2020, 2019 based on data provided to BN for time period ending June 30th, 2024, 2022, 2021, 2020, 2019, methodology.