Joe Schwegel works closely with clients and serves an integral role in providing exceptional service and seamless coordination across all aspects of their financial lives. He manages onboarding, oversees account administration, and partners closely with advisors and internal teams to deliver customized solutions that align with each client’s goals. Joe is passionate about building meaningful, lasting relationships, and takes pride in providing proactive communication and operational excellence to enhance the client experience. 

Prior to joining Moneta in 2025, Joe spent four years at Matter Family Office as a Financial Consultant working with families in all areas of wealth management. He also completed internships at St. Jude Children’s Research Hospital and an organic food delivery start-up during his time at university. Joe holds a BBA in Finance from the University of Iowa.

Outside of work, Joe enjoys fitness, exploring St. Louis’ vibrant food scene, and spending time with family and friends—including his dog. Joe is active in the community and serves as President of the Foster and Adoptive Care Coalition’s Junior Board, where he advocates for foster children through fundraising and volunteer initiatives throughout St. Louis.