
Sheehan Steffens Akins Han Team

More Time
We have concierge services to assist you with things like bill pay and bookkeeping. We are also available to help you have some of the difficult conversations in family meetings and inheritance discussions. Consolidating your wealth creates efficiencies for you:
- Fewer meetings
- Less paperwork
- Fewer login credentials to track
- Less work at tax time

Clear Alignment
Having a singular financial advisor partner, like Moneta, means you don’t have to manage the managers, and there is no question on accountability. We are committed to doing what’s in our clients’ best interest, which includes:
- Consolidated reporting
- Consistent investment policy
- Comprehensive tax strategy considerations
- Holistic portfolio allocation

Returns
Some engage with multiple advisors to try to attain investment diversification. In analyzing the numbers of individual stock positions of each fund, we have found that approach more commonly leads to duplication and dilution. Also adding to the bottom line, advisory fees we have found are also less with a singular financial advisor. Fee structures at most firms benefit those who consolidate.
Our Wealth Management Team
Our team has the depth and breadth of experience to serve you and your family’s legacy today and for years to come.

Katelyn Norris
Senior Client Service Manager

Jennifer Twohy
Concierge Services

Tara Wilson
Concierge Services

John Dames
Client Service Manager

John Durrwachter
Client Service Manager

Neil Eidson
Client Service Manager

Hunter Koenig
Client Service Manager

Kendrick Lumma
Client Service Manager

Sarah Meyer
Client Service Manager

Jack Mika
Client Service Manager

Emily Morgan
Client Service Manager

Jimmy Pudlowski
Client Service Manager

Jackson Taylor
Client Service Manager

Jaeden Lee
Bookkeeper

Matt Luzecky
Operations Manager
A Wealth of Information
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