The Sheehan Steffens Akins Han Team is your advocate for all aspects of your financial life. We act as your Family CFO, leading cohesive strategies beyond just investments. We help you best leverage your assets, while also managing risk. We are a team of not only CERTIFIED FINANCIAL PLANNER® professionals, but also CPAs, MBAs and J.D.s. With our highly credentialed experts and technical capability we are able to solve complex challenges for our clients with seamless, comprehensive service.

Our Comprehensive Approach is delivered to benefit you however you need it most.
We have been working with wealthy families for 25+ years and understand complex financial lives.
We save you time and provide clarity to help you reach your life’s goals.

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.

Patrick Akins

Partner

CFP®

Zach Han

Partner

CFP®, CEPA

Coleman Sheehan

Partner

CPA, CFP®, MSA

John Steffens

Partner

CPA, MBA

James Blair IV

Partner Emeritus

CFP®, AWMA®

Andrew Bouquet

Advisor

J.D., CFP®

Kristin Brown

Advisor

CFP®

Adam Ford

Advisor

J.D., CFP®

Kyle Marra

Advisor

CFP®

Phil Schwab

Advisor

MBA

Lauren Turner

Advisor

CFP®

Katelyn Norris

Senior Client Service Manager

Starlette Geisz

Concierge Services

C.B.

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

A Wealth of Information

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