Erin Hadary, Cfp®, Mba, Cap®, Ceft® Email & Phone Number

Denver, Co, Us

Greater Denver Area

As your Family CFO, I strive to empower people to navigate life’s path and protect what they cherish. We are your advantage.Moneta, nationally ranked Top 10 among independent financial advisor firms by Barron’s in 2018, 2019, 2020, and 2021, 2022 for our combination of quality and scale, a level of service and loyalty to clients that only a completely independent, 100% Partner-owned company. We consistently earns praise for the way it invests in and takes care of employees.

Greater Denver Area

We are excited to announce that, effective November 1st, 2019, DFG and Moneta will become one firm—Moneta. We are proud of the growth and success we have achieved together with our clients, friends, and professional colleagues. We are thankful for the trust and confidence our clients have placed in us, and we are grateful for the privilege of helping our clients plan for some of their life’s biggest decisions. With our rapid growth has come the need for scalability and infrastructure—a solution that gives us the advantage of large-scale resources without sacrificing the exceptional level of personalized attention and service our clients know and deserve from us. We want our valued clients, colleagues, and friends, to know that we have found that solution. We discovered a prestigious wealth management firm with a 150-year history of incredible integrity and success in St. Louis, MO that was seeking to partner with an established, successful firm in the Denver market, like us.

Greater Denver Area

Helping clients make sound financial decisions through a commitment to serving the client’s best interest and helping clients find purpose and clarity in their financial lives. Expertise in planning for transformational philanthropic giving. Clients include: DFG, Denver, CO, Emory & Henry College, Emory,VA, and The Kellogg Organization, Inc. Denver, CO. Current projects include both individual and institutional planning solutions; Colorado Outward Bound School, Denver, CO—Philanthropic Feasibility Study for a $30 Million comprehensive campaign; Western Stock Show Association $60 Million Campaign Implementation and Garden Court, Inc., Santa Barbara, CA—Philanthropic Feasibility Study for a $3.5 Million capital and endowment campaign.

Emory, Va

Managed Emory & Henry College’s Foundation, Corporate and Governmental funding requests/ programs in concert with the institutions strategic goals and objectives. Served on the strategic planning overlay committee with Executive management team.

San Francisco, Ca

Managed accredited investor relations program for student loan startup and affiliated registered broker-dealer ands supervised investor relations team members.

Johnson City, Tennessee Area

• Golden Key International Honor Society Member (3.94 GPA)• Team recipient of 1st Place Award from Eastman Chemical Company for Innovative Business Solution in Global Business Course (Using Eastman’s technology for forward osmosis water filtration) • Studied Global Markets & Economics at LUISS School of Business in Rome, Italy

Asheville, North Carolina Area

Branch Manager Delegate, Managed over 300 client relationships for personal wealth management firm.

Asheville, North Carolina Area

Managed University extension program providing financial aid and technical assistance to farmers transitioning from tobacco farming to non-tobacco related business enterprise. Received NC State Search for Excellence Award from the Grange Fund in 2005

Asheville, North Carolina Area

Managed daily operations and accounting for agricultural business operations at the College

Bs, Environmental Chemistry

National Dean’s List

Mba