
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

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

Michael Hojnacki
Family Office Legal Specialist

Kenzie Wilson
Family Office Coordinator

Jack Brooks
Client Service Manager

Charlie Carse
Client Service Manager

Lauren Cherry
Client Service Manager

Grace Joseph
Client Service Manager

Griffin Sehring
Client Service Manager

Brinn Trousdale
Client Service Manager

Alexis Woodman
Client Service Manager

Megan Benz
Data Integrity and Compliance Specialist

Tracy Pauli
Client Service Administrator

Meg Gaxiola
Legal Intern

Stacy Amstutz
Executive Assistant

Shelby Graves
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 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 based on data provided to BN for time period of Q1 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.