A COMMITMENT TO EXCELLENCE

In All Wo Do

Each family relationship is served by a dedicated team of specialists who work with your existing professional advisors to deliver true concierge wealth management.

Team Members

Each of our client families is served by a team of highly experienced professionals many with advanced certifications including CFAs, CPAs, JDs, CFPs, and PhDs.

INVESTMENT SPECIALISTS | ACCOUNTANTS | FINANCIAL PLANNERS
TRUST & ESTATE ATTORNEYS | FAMILY COUNSELORS & EDUCATORS | PHILANTHROPY SPECIALISTS

Susan Brown
PartnerCFP®

Diane Compardo
PartnerCPA, CFP®, PFS, AWMA®

Steven Diederich
PartnerCFP®

Gene Diederich
PartnerCFP®, CPA

Jordan Janes
PartnerCFP®

Nic Perez
PartnerMBA, CFP®

Al Simmons
Partner

Benjamin Trujillo
PartnerJ.D., LL.M.

Ron Wienstroer
PartnerCPA

Steven Finerty
Partner EmeritusJ.D., CFP®

Grant Edmunds
Senior AdvisorCFP®

Elizabeth Sheehan
Senior Family Office StrategistJ.D.

Kevin Nelson
Moneta Family Office

Kenzie Wilson
Family Office Associate

Noelle Hogrebe
Family Office Associate

FACE-TO-FACE. VIRTUAL. PHONE. TEXT.

YOUR COMMUNICATION STYLE IS OURS

We maintain all kinds of relationships with our clients across the globe. So, whether you land in one of our main offices or inside our inbox, we look forward to serving your needs and solving your financial challenges.

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