We’re built around your success.
PREMIER EXPERTISE AT YOUR SERVICE
We bring a dynamic mix of professional backgrounds and expertise in all areas of wealth management. Together, we are dedicated to providing unparalleled service and unbiased advice to meet your needs and achieve your goals.
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Adam Haas
Client Service ManagerCFP® -
Amanda Shaw
Retirement Plan Client Service Administrator -
Amber Jones
Retirement Plan Education AdvisorABFP™ -
Ashley Bearden
Client Service ManagerFPQP® -
Blake Freund
Private Markets Associate -
Brannon Champagne
AdvisorCPA, CFP® -
Brittney White
Client Service Manager -
Cameryn Hankammer
Client Service ManagerCPA, CFP® -
Christi Miller
Senior Client Service ManagerCRPC™, FPQP® -
Darla Youngquist
Administrative Assistant -
Deborah Brandenberg
Executive Assistant -
Emily Bebee
Retirement Plan Client Service Manager -
Emily McCrary
Administrative Assistant -
Geneen Von Kloha
AdvisorMBA, CTFA, ATFA -
Gussie Frederici
Client Service ManagerFPQP® -
Heather Kline
Senior Family Office AdvisorCPA, CTFA -
Jackie Lee
Family Office Specialist -
Jeffrey Wist
PartnerJ.D., CFP® -
Jennifer Suda
Senior Retirement Plan Client Service Manager -
Jerrod Anderson
AdvisorCFP®, CFA -
Jessica Binkley
Client Service Administrator -
Kyle Wright
Advisor -
Leah Matz
Family Office AdvisorCPA, CFP® -
Lisa Lockett
Retirement Plan Service ManagerQKA® -
Logan Finerty
PartnerCFP®, CFA -
Matt Mueller
AdvisorCPA, CFP® -
Matt Schwarz
Client Service ManagerCFP® -
Megan Breuer
Client Service ManagerFPQP® -
Megan Nangle Riley
Senior Retirement Plan AdvisorAIF®, J.D., LL.M. -
Mindy Mitchell
Private Markets AdvisorCAIA® -
Nicholas Pavlishin
AdvisorCFP® -
Noelle Hogrebe
Family Office Associate -
Randall Stauder
Portfolio StrategistCFA® -
Sam Gogel
Senior Manager of Data ＆ Reporting -
Sandra Roberts
Administrative Assistant -
Sarah Bertman
Senior Client Service ManagerFPQP® -
Sarah Bishop
Senior Retirement Plan AdvisorAIF®, CPFA, QKA® -
Sean Duggan
Senior Retirement Plan AdvisorCPC, CPFA, AIFA® -
Sierra Vinyard
Client Service Administrator -
Steven Finerty
PartnerJ.D., CFP® -
Susan Brown
PartnerCFP® -
Thatcher Crawford
Director of Operations and AdvisorMBA, CFP® -
Timothy Burford
Investment Specialist & Client Service Manager -
Yolanda Forkin
Family Office Specialist
MONETA BY THE NUMBERS
$37.4 BILLION AUM
*as of 12/31/23
LOCATIONS IN 6 CITIES
>500 EMPLOYEES
~150 ENTERPRISE SERVICE TEAM MEMBERS
A WEALTH OF INFORMATION
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Maximizing Employee Participation in Your 401(k) Plan
By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services When discussing goals and objectives for the…
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October 2024 Market Update
Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three…
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Private Market Report – Fall 2024
“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire…
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