Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
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.
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
A Silver Lining for Your January Gloom
January 28, 2026
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...
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...