Gene Diederich CFP®, CPA
Direct (314) 244-3249 | email@example.com
Moneta Group Partner Gene Diederich works to make significant and positive contributions to people’s lives, help put clients‘ financial lives in order, and put plans in place that lead to realization of their goals and dreams.
Gene earned his B.S. in Accounting and Business Administration from University of Kansas. Prior to joining Moneta, Gene enjoyed a successful career in the financial services industry. Immediately after graduation, armed with his CPA, he joined Peat, Marwick, Mitchell in Kansas City. Upon realizing he was most successful when working with people, he joined A.G. Edwards in Salina, Kansas, where he remained for 15 years, later moving to the Overland Park location.
In 2005, Gene was asked to be the Branch Division Director of A.G. Edwards. The AGE retail brokerage division was the largest division of the company, but when the company was sold in 2007, he began looking for a new opportunity. Attracted to Moneta’s people-oriented culture and core value of ‘Raving Fan’ service, Gene joined the firm as both a Principal and the CEO in 2009.
Gene served as CEO for 6 years, nearly doubling Moneta Group in size and helping to preserve its culture by shepherding the firm through a time of growth and change. In 2015, Gene stepped down as CEO in order to truly focus on his passion, providing Raving Fan service to his clients.
Moneta Group Partner Donald Poling joined Gene Diederich in partnership in April of 2015, excited about the opportunity to deliver advisory services from a platform dedicated to serving as the ‘Family CFO.’
Gene and his wife, Kim, have four children between the ages of 31 and 21 and three grandchildren. Gene enjoys golf, biking, travel, hunting, and reading.
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- United Way Campaign, 2016 Co-Chair
- Magic House, Board of Directors
- Mercy Hospital St. Louis, Board of Directors
- Strathalbyn Farms, Board of Directors