Partner
CurrentAs a Family CFO my job is to help identify issues and put solutions in place. Advice is provided across a broad range of topics including retirement planning, estate planning, philanthropy, risk management, investment management, income tax planning, employer benefits planning, education funding and business issues. New clients come to Moneta because they’re concerned about their financial future. I understand the concerns and expectations clients have, and provide the customized, independent service they expect and deserve. Moneta's consistent, disciplined approach and sufficient time and resources that are dedicated to overseeing a comprehensive financial plan are important for long-term financial success.