
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Katie Harrell loves building relationships with clients and their families to deliver an exceptional experience while taking care of their needs and helping them achieve their financial goals.
Katie joined Moneta as an Operations & Client Service Manager for the Diederich Simmons Perez Team in 2014. She was looking for a new and challenging opportunity after teaching at public schools and staying home to raise her two daughters. She found Moneta, which consistently earns praise for the way it invests in and takes care of employees. Her team has since become her “work family” and she helps enhance the firm’s award-winning work environment by serving on Moneta’s Culture Committee.
Katie earned a B.S. degree in Education from Kansas State University and a Masters of Counseling Psychology from the University of Kansas. After joining Moneta, Katie earned her Financial Paraplanner Qualified ProfessionalTM (FPQPTM) designation from the College for Financial Planning®.
Katie enjoys yoga, hiking, reading, photography and volunteering for Special Olympics.
Dive into the latest insights from our expert team with our personal touch.
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...