Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.
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Eric Kittner
Managing Partner & Chairman
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Keith Bowles
Chief Operating Officer
Aoifinn Devitt
Managing Director - Global Wealth
Amanda Barrale
Chief Platform Officer
Jordan Janes
Partner
Anthony Aiazzi
Partner
Daniel West
Partner
Coleman Sheehan
Partner
Jeffrey Wist
Partner
Nicole Bailey
Partner
Danton Troyer
Partner
John Steffens
Partner
Timothy Halls
Partner
Robert Hehmeyer
Partner
Al Simmons
Partner
Jake Winegrad
Partner
Travis Freeman
Partner
Diane Compardo
Founding Partner - Compardo, Wienstroer & Janes
Nancy Georgen
Partner
Sarah Berry
Partner - The Berry Machnowski Team
Ron Wienstroer
Partner - Moneta
Patrick Duff
Partner
Erin Hadary
Partner
Gus Gast
Partner
Brad Koeneman
Partner
Logan Finerty
Partner
Michael Johnson
Partner
Nic Perez
Partner
Kara Harmon
Partner and Family CFO
Michael Machnowski
Partner
Billy Dickens
Professional Consultant
Tony Dorn
Partner, Family CFO
Patrick Akins
Partner
Patrick McGinnis
Partner
Lynn Dunston
Partner | Family Office Advisor | Private Wealth, Tax, And Estate Advisor
Gene Diederich
Partner
Matthew Ring
Family CFO
Mark Heffernan
Partner
Michael Carpenter
Partner
Julie Thomas Sward
Family CFO | Partner
Hunter Brown
Partner
Brooke Hunady
Partner
Steven Finerty
Partner
Jamie Mealey
Partner
David Sadler
Partner
David Curtis
Partner
James Blair Iv
Principal, Executive Committee Member, Board of Director
Linda Pietroburgo
Partner
Peter Racen
Partner
Jaye Everland
Partner
Jason Sandry
Partner
Kelly Moore
VP of Estate Planning & Trust Services
Michael Walsh Cfp®
Partner
Donald Kukla
Partner
Adam Kruger
Chief Compliance Officer
Vicki Welsh
Executive Assistant
Patty Haguewood
Executive Assistant
Emily Mccrary
Executive Assistant
Deborah Brandenberg
Executive Assistant
Jordyn Guest
Executive Assistant
David Breckenridge
Partner
Peter Brown
Senior Managing Director, Head of Mergers & Acquisitions
Mike Torney
Partner
Tom Lane
Partner
Dan Sherman
Chief Technology Officer
Kelly Moore—Jd
Vice President Of Estate And Trust Planning
Bethany Wilkinson
Chief Talent Officer
Deb Dubin
Chief Philanthropy Officer
Board & advisors
Jami Choinka
Advisor
Joseph West
Senior Financial Advisor
Conor Eagan
Advisor
Megan Kanter
Senior Financial Advisor
Wesley Sebacher
Advisor
Kyle Marra
Financial Advisor
Kristi Borglum
Advisor
Anne Haudrich
Senior Advisor
Jacob Allaman
Senior Advisor
Alexander Faught
Senior Advisor
Mona Gooden
Sr. Retirement Plan Advisor
Jack Grover
Advisor
Matt Sallaberry
Partner
Zach Han
Advisor
Mike Warner
Financial Advisor
Phil Schwab
Advisor
Thatcher Crawford
Advisor / Operations Manager
Daniel Side
Senior Advisor
Matt Schoelch
Advisor
Michelle Beattie
Director of Operations - Compardo, Wienstroer & Janes at Moneta
Kate Parker
Advisor
Adam Ford
Advisor
Bryan Nelson
Advisor
Amanda Schmidt
Advisor
Brannon Champagne
Advisor at Moneta Group
Elizabeth Lynch
Advisor
Caroline Fugel
Advisor
Mike Vredenburgh
Senior Advisor
Matt Manies
Advisor
Brad Jacobs
Advisor
Kate Kloster
Advisor
Matthew Erker
Advisor
Nicholas Warren
Advisor
Jennifer Litsas
Financial Advisor
Matt Schaller
Advisor
Oliver Cragan
Advisor - The Berry Machnowski Team
Samriti Dhingra
Advisor
Grant Edmunds
Senior Advisor
Lauren Turner
Advisor
Stephen Dolan
Advisor
Ryan Miener
Advisor
Michael Peek
Advisor
Andrew Glenn
Partner
Kevin Ward
Senior Advisor
Sean Follis
Advisor
Steve Hoerr
Advisor
Brian Hires
Advisor
Kristin Brown
Advisor
Dan Kissling
Advisor
Pat Jordan
Financial Advisor
Garrett Reeg
Senior Advisor
Kimberly Mueller
Senior Advisor
Eloise Schlafly
Senior Advisor
Laura Hessel
Senior Advisor
Farah Winkler
Senior Advisor
Trevor Stone
Advisor
Benjamin Trujillo
Partner
Lauren Hunt
Senior Advisor
Steven Diederich
Partner
James Chalmers
Partner
Stephanie Rogers
Senior Advisor
Tasha Borglum
Partner and Family CFO
Kelli Jones
Family CFO and CPA/CFP®
Michael Torney
Senior Advisor
Ryan Martin
Senior Advisor, CFP
Cynthia Kirkpatrick
Senior Advisor - Compardo, Wienstroer & Janes at Moneta
Lindsay Taylor
Partner
Derek Wilton
Senior Advisor
Maggie Rapplean
Senior Advisor
Jerry West
Senior Advisor
Aaron Bosch
Financial Advisor
Drennan Bailey
Family Office Services | Wealth Management
Hannah Harrison
Retirement Plan Advisor
Kyle Luetters
Advisor
Brie Immerman
Advisor
Mindy Mitchell
Director of Private Markets
Sarah Bishop
Senior Retirement Plan Advisor
Sean Duggan
Senior Retirement Plan Advisor
Ashley Rieser
Advisor
Troy McQuinn
Advisor
Margie Glenn
Advisor - The Compardo, Wienstroer & Janes Team
Susan Brown
Partner
Heather Kline
Senior Family Office Advisor
Robert Swieterman
Advisor
Chase Coffin
Advisor
Brandon Laxton
Advisor
Bobby Schaefer
Advisor
