With over 40 years building experience and delivering holistic wealth management strategies and solutions for my clients and their loved ones, I am a proud believer in the power of business as a force for good. I lead the Diederich Simmons Perez Team Family Office initiative and we take great pride in providing first-rate service for clients in 25 states and counting. As the former CEO of Moneta, I share a bond with business owners and CEOs that I am honored to call clients, partners, and friends. This bond has enabled me to see the world through their eyes: their cares, concerns, hopes, and dreams as they look to create sustainable financial health for their families and generations to come.
I’ve had the opportunity to serve on charitable boards for organizations close to my own heart, including Mercy Hospital, The Magic House Children’s Museum, and the Greater St. Louis United Way campaign. I am a family man at heart. A perfect evening for me is sharing a meal with my wife, four children and six grandchildren. My commitment to family is a key driver for my passion of helping my clients provide for their own.
- Certified Public Accountant
- Certified Financial Planner
- DK Farm Ranch Co- Managing Member
- Magic House Advisory Board
- Missouri Society of CPA’s
