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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...
Joe Simmons
Client Service Manager
CFP®
Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as a Client Service Manager 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®
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