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Ashley Kwater

Client Service Manager

Ashley Kwater joined the Koeneman Team in 2015 as a Client Service Manager. 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 Kirksville, MO. During her time there, she was a member of the Women’s Ultimate Frisbee team and took home fifth place at the National College Championships her senior year. After joining Moneta, Ashley earned her Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning®.

Prior to joining Moneta Group, Ashley worked at Delmar Financial Company, a boutique mortgage firm in St. Louis, managing the firm’s Post-Closing department. Ashley brings client management experience to the Koeneman Team and ensures that every client need is addressed in a timely manner and to their satisfaction. She is responsible for monitoring client account activity and preparing financial reviews.

Ashley was born and raised in St. Louis and still resides there today. Outside of Moneta group, she enjoys hiking, cooking and spending time with friends and family.

  •  Financial Paraplanner Qualified Professional™

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