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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 

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

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