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Joe Simmons

Advisor

CFP®

Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as an Advisor at Moneta.

Joe received his B.S. in Finance at the University of Kansas. While at KU, he was selected as a participant in the Applied Portfolio Management course and was a member of the Business Leadership Program.

Joe joined Moneta in 2023 after living in Dallas and working in Financial Planning & Analysis at American Airlines for five years. At American, he was responsible for analysis of revenues generated from American’s domestic and international alliances with other carriers.

Away from work, Joe enjoys re-exploring his hometown of Kansas City, cheering on the Jayhawks, and playing golf with friends.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

August 11, 2026

By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

July 20, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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