
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


Katie Schell joined the Kittner Team at Moneta as a Client Service Manager in 2017 and quickly earned a promotion to Operations Manager in 2020.
Prior to joining Moneta, Katie spent four years working at Midwest Motor Sports serving as the Finance Manager. She also previously worked in the medical field alongside general surgeons, assisting in various medical procedures.
Katie is a graduate of Heritage College, where she earned her Associate of Radiologic Technology degree. She also earned her Associate of Science degree from Lewis & Clark Community College.
Katie stays active by spending as much time as possible with her children, extended family, and friends. She plays sand volleyball on the weekends and travels as much as her schedule will allow. Katie follows the Cardinals and Blues and recently joined her first fantasy football league.
Dive into the latest insights from our expert team with our personal touch.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...