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.

Learning From a Legacy – 2026

Learning From a Legacy – 2026

January 15, 2026

Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

January 12, 2026

by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

Fourth Quarter Investment Report – 2025

Fourth Quarter Investment Report – 2025

January 9, 2026

Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...

Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

VIEW ALL ARTICLES

Let’s make every moment count together…