Moneta Advisory Services

No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine. Whether you’re just starting out or looking to retire, we are here to help you make life’s big decisions.

As a firm Moneta manages more than $37.4 billion in assets for our Clients, but even as we continue to grow we are committed to delivering a personalized experience for our Clients. We maintain an Advisor-to-Client ratio half that of the industry standard. Our Team approach gives clients the individualized attention their financial plans need, but we are also backed by the industry knowledge and resources of a large firm. For our Clients, it’s the best of both worlds.

Team Members

Megan Kanter

Senior Advisor

CFP®

Stephen Dolan

Advisor

CFP®

Jennifer Litsas

Advisor

CFP®

Bobby Schafer

Advisor

CFP®

Shane Dunican

Senior Client Service Manager

CFP®, EA

Brendan Bostwick

Client Service Manager

MBA

Kim Bui

Client Service Manager

Dylan Zurweller

Client Service Manager

A Wealth of Information