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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

Dive into the latest insights from our expert team with our personal touch.

The Three Planning Arenas™ 

The Three Planning Arenas™ 

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A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many busines...

Donor Strategies for Impact 

Donor Strategies for Impact 

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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...

Monthly Recap – July 2026

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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 ...

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