Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor
February 17, 2026
by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...
Katie Harrell
Operations & Client Service Manager
FPQP®
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.
- Financial Paraplanner Qualified ProfessionalTM
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Emerging Markets Chat with Ashmore’s Gustavo Medeiros
February 13, 2026
Historically, emerging markets have typically made the headlines for political upheaval, war or econom...
Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...