View in portrait for best experience

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™

A WEALTH OF INFORMATION

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

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

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...

VIEW ALL ARTICLES

Let’s make every moment count together…