The Ring Winegrad Hunady & Sallaberry Team
Team Members
Johannah Bangert
Operations Manager
Lori Pullman
Senior Retirement Plan Service Manager
Jenna Andrawos
Client Service Manager
Leigh-Anne Feldker
Client Service Manager
Sherre Flavin
Director of Client Engagement & Client Service Manager
Will Hanley
Client Service Manager
Jillian Johnson
Client Service Manager
Julie Pinkley
Retirement Plan Service Manager
Chad Shumake
Client Service Manager
Nikelle Turner
Client Service Manager
Trevor Wood
Client Service Manager
Boston Ziegler
Client Service Manager
News & Updates
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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English…
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Is your business worth what you think it is? Understanding business value drivers
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that influence what a company is…
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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered…