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Kate Kloster

Advisor

CFP®

As an Advisor on the Carpenter Hehmeyer Team, Kate Kloster’s priority is to consistently provide clients with ‘Raving Fan’ service. When working with client portfolios, Kate ensures that everything is executed and completed according to the team’s standards. As one of the main contacts for clients, she lends her continuously expanding expertise to the development of every client relationship.

Kate received her B.A. in Economics with a minor in Philosophy from Denison University in 2013. She began her career with Moneta in 2014 as Client Service Manager on the Carpenter Team.

Outside of Moneta, Kate enjoys staying active through different activities, including soccer and rugby. A self-proclaimed “foodie,” Kate loves trying new restaurants and visiting different places in St. Louis.

  • B.A., Economics, minor in Philosophy, Denison University
  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

April 6, 2026

A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

March 18, 2026

By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

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