Member Directory


Company Team Plus


Moneta is a comprehensive wealth advisory firm that offers highly customized wealth management solutions with an unparalleled level of care, commitment and personalized service. Importantly, this is done on a fee-only, fiduciary basis without the inherent conflicts of interest found within most sales-based brokerage and bank models. You’ve worked hard to get where you are, and you deserve better. We never sell products and we always place our clients’ interests ahead of our own. At Moneta, our only goal is to help you accomplish yours.

Membership Type

Company Team Plus


Tatyana Liv
Operations Manager

Shauna Thomas
Client Service Administrator

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