Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
Ashley Kwater
Operations Manager
FPQP®
Ashley Kwater joined the Koeneman 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™
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
Monthly Recap – October 2025
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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...
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