Our Team

Your Moneco Advisors Team

Your team of experienced professionals focuses on helping you reach your financial goals with personalized guidance and trusted advice.
Filters

 

Office Location
Job Function

Max Alpert

Relationship Manager

Reed Ameden

Partner

Allison Avery

Client Services Specialist

Ashley Barrett

Client Services Manager

Kerry Burke

Client Experience Coordinator

Deirdre Childs

Director of Marketing

Christine Cutler

Client Services Manager

Tracy Dineen

Senior Client Services Manager

Paul Farella

Private Wealth Advisor

Ashley Fiorete

Operations Manager

Jennifer Franko

Client Experience Coordinator

Chris Gatty

Client Services Manager

Wendy Gans

Client Experience Coordinator

Jillian Guglielmo

Senior Client Services Manager

Vern Hayden

Financial Planner

TJ Hickey

Partner

Al Hodys

Partner

Jason Hyde

Partner

Eric Johnson

Managing Partner & Financial Planner

Arthur Kelleher

Managing Partner

Matt Keys

Associate Wealth Advisor

Stephen Kleczkowski

Senior Relationship Manager

Nicole Kokenos

Client Services Manager

Chris Levene

Wealth Advisor

Brian Lichtenstein

Managing Director

Christine Lichtenstein

Senior Operations Manager

Dave Lincoln

Managing Partner & Chief Investment Officer

Allison Loring

Director of Compliance/Chief Compliance Officer

Doug MacLean

Private Wealth Advisor

Derrek Metz

Managing Partner & Financial Planner

Eric Minowitz

Relationship Manager

Noreen McGorty

Director of Operations

Sandra Neubert

Financial Advisor

Christopher J. Neubert

Founder & Partner

David Plouffe

Associate Wealth Advisor

Dana Preis

Partner

Dylan Raver

Relationship Manager

Alexandra Renders

Managing Director

Charlie Rocco

Managing Partner & Chief Executive Officer

John Rosenau

Managing Partner

Kyle Scafariello

Wealth Advisor

Dee (Dolores) Schmitt

Client Services Manager

Todd Schroeder

Managing Partner & Financial Planner

Byrke Sestok

Partner

Bill Shafransky

Senior Wealth Advisor

Christine Simeone

Client Services Manager

Beth Spear

Client Services Associate

Maria Tapia-Paez

Client Services Manager

Ginnie Thompson

Managing Partner & COO

Stephanie Van Albert

Principal Wealth Advisor

Lu (Luciana) Vitti

Practice Manager

Rudolf Weiss

Partner

Johnny Wells

Senior Tax Associate