
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
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