About Us | Team
| Christopher J. Neubert, J.D., Certified Financial Planner® | Financial Advisor | |
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Chris founded MONECO in 1980. Over the years Chris has built MONECO into one of the most respected boutique financial planning and portfolio management firms in the region. The close, personal relationships he develops with clients is a product of his investment savvy and a deep focus on the business/family/personal dynamics behind each client’s life dreams and desires." Chris received his Juris Doctor in 1974 and Certified Financial Planner Designation in 1982. He has served on countless professional, club, association and community boards throughout his career. He has co-authored the 2005 book release "Living & Learning" as well as two books focused on law school and contracts.
Chris lives in Easton, Connecticut, with his wife, Sandra and his children, Paul and Natalie. He remains deeply involved in their hobbies and family life. To contact Chris, please call 203-319-3550 ext. 114 or email chris@monecoadvisors.com. |
Reed Ameden, AIF | Financial Advisor |
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Reed began working in financial services in 1988 and joined MONECO in 1995 creating custom financial plans for individuals. To contact Reed, please call 203-319-3550 ext. 117 or email reed@monecoadvisors.com. |
David J. Lincoln, MSFS, ChFC, CLU, Certified Financial Planner® | Financial Advisor |
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David is a Certified Financial Planner™ Professional and Investment Advisor Representative, a Chartered Financial Consultant and a Chartered Life Underwriter. A graduate of Boston College, he has completed the Master of Science degree in Financial Services. He has had a distinguished career in financial services, having joined Paine Webber in 1978 and then launching his own financial services firm with offices in Fairfield in 1987.
As a Fairfield resident, he has been active in community services coaching Pop Warner Football and Premier League soccer for many years. Recently he was recognized for his efforts in the Financial Planning Association’s Pro Bono program offering support and advice to families affected by the 9/11 tragedy. To contact David, please call 203-319-3550 ext. 115 or email dave@monecoadvisors.com. |
Sandra Neubert | Director Benefits Planning |
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As the Director of Benefits Planning, Sandra consults with small and medium sized companies. She annually reviews all MONECO clients’ health, life, disability, and 401(k) plans. Sandra actively participates in continuing education, seminars, and workshops to remain at the forefront of knowledge and information of the Benefits Planning profession. Extensive annual reviews are performed of employee benefit plans to ensure their viability and competitiveness in the current markets. Employee educational meeting are available to offer individual recommendations and guidance with regard to how their benefit plans coordinate with their personal plans. Sandra is also a Registered Representative to LPL Financial. To contact Sandra, please call 203-319-3550 ext. 151 or email sandra@monecoadvisors.com. |
| John M. Rosenau, Certified Financial Planner® | Financial Advisor | |
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As a Certified Financial Planner™ and investment representative, John chooses to work with a highly selective group of clients who require a special level of personal service. His clients tend to be executives, small business owners, widows or divorcees; they share a common goal of developing a personal financial plan that may help them to grow their assets, protect their standard of living and enjoy their lifestyle. His clients are friendly, family oriented people who are ambitious with their goals. His clients are advocates of his practice; they believe in recommending him to their friends, family and colleagues. In fact, he almost exclusively grows his practice through client referrals. John helps clients by simplifying complex financial issues; this often makes it easier for them to discover how they can pursue their personal goals. Very often new clients come to him with a disorganized set of goals and no one to help quarterback their financial plans. In turn, he can add value to these relationships by implementing simple strategies to the tough financial planning problems that are part of everyday life. He is thought of as their “go to” person on all matters financial. John and his wife Meg have been married for 26 years. They enjoy spending personal time raising their four sons. His involvement in coaching and cub scouting has been a big part of his belief in giving back to our community and desire to help others. To contact John, please call 203-319-3550 ext. 116 or email john@monecoadvisors.com. |
Kathleen Reale | Benefits Planning Client Project Manager |
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Kathy joined MONECO’s Employee Benefits Department in 2006, bringing over 12 years of insurance experience. She troubleshoots with each Employee Benefits Client to resolve their inquiries in an effective and timely manner. Kathy provides detailed client project support and coordinates with MONECO’s Advisors to meet new initiatives and fulfill each client’s need and expectations. Her extensive information systems background helps her to provide personalized analysis and reporting to clients. Along with her husband, Kathy enjoys raising her three children, and being an active part of their lives. To contact Kathleen, please call 203-319-3550 ext. 113 or email kathleen@monecoadvisors.com. |
Ginnie Thompson, Registered Paraplanner™ | Notary Public |
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MONECO clients depend on Ginnie for first class client service and encyclopedia knowledge of every MONECO client. Ginnie is the key provider of customized client services including management of WealthVision and assists in the preparation of Financial Plans and Progress Reviews. Her clients trust her to make prudent decisions on their behalf—and can rest assured it will be done with the utmost integrity. Ginnie has been working with MONECO clients since 1996. She is an active leader in Remember Alzheimer’s A Youth Movement. Ginnie lives in Fairfield, Connecticut with her husband and their three children. To contact Ginnie, please call 203-319-3550 ext. 111 or email ginnie@monecoadvisors.com. |
Kathy Pangallo | Director of Administration and Operations | Director of Client Relationships |
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Kathy joined the MONECO team in 2005 and provides key support to MONECO clients as our Director of Client Administration. She manages client communication, MONECO’s key information database and appointment calendar, enabling us to deliver our first class service. Her attention to detail and sense of urgency is why she is MONECO’s manager of the processes. Kathy is a lead facilitator providing direction and resolution to client’s questions and concerns. She manages all incoming and outgoing correspondence, account applications, Medicare and social security documents as well as overseeing the transfer process. Kathy is MONECO’s client link to handling incoming inquiries with top level operational expertise. To contact Kathy, please call 203-319-3550 ext. 112 or email kathy@monecoadvisors.com. |
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