Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Ashley Kwater
Operations Manager
FPQP®
Ashley Kwater joined the Koeneman Team in 2015 as a Client Service Managers 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.
T is for Tariffs
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
One Week Later…
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...
Reinventing the Gap Year: Stories from the Trenches
November 11, 2024
Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...