Katie Harrell

Operations & Client Service Manager

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 

Insights & News

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