View in portrait for best experience

Caelan Grempler

Operations Manager

FPQP®

Caelan Grempler values her client’s trust. She sees earning and keeping that trust as the driving forces behind her role as Operations Manager for The Johnson Team at Moneta. Even if she is just a small piece to the puzzle of achieving a client’s financial goals, Caelan’s distinct focus on the human relationship makes her work all the more impactful.

Caelan joined Moneta in 2018 after four years at Scottrade Advisor Services where she worked directly with advisors on the company’s platform to help them meet business and end-client needs. Coming from previous account solutions jobs gave her special appreciation for Moneta’s emphasis on providing “raving fan” customer service.

Caelan graduated from Lindenwood University in 2014 after majoring in Business Administration with an emphasis on management. She lives in St. Louis County with her husband and their two dogs, Mitchell and Nola. Outside the office, Caelan enjoys staying active, baking, and reading. Spending time with family is also a joy for her, as she is the youngest child of seven siblings.

  • Financial Paraplanner Qualified Professional™

A WEALTH OF INFORMATION

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

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

T is for Tax, C is for Charitable 

T is for Tax, C is for Charitable 

April 29, 2025

When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

VIEW ALL ARTICLES

Let’s make every moment count together…