View in portrait for best experience

Ashley Kwater

Operations Manager

FPQP®

Ashley Kwater joined the Koeneman Glenn Team in 2015 as a Client Service Manager. She was elevated to the role of Operations Manager in June 2024. She enjoys being a part of a team that continually strives to put the clients’ needs first and improve the overall client experience.

Ashley earned a B.S. in Business Administration with a concentration in Management from Truman State University. In 2019, Ashley earned her Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning®.

When Ashley is not working, she is having fun with her two daughters and husband. Her favorite activities include hiking, cooking, and working on her green thumb to grow her Native Plant Garden!

• Financial Paraplanner Qualified Professional™

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

April 6, 2026

A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

VIEW ALL ARTICLES

Let’s make every moment count together…