
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...


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.

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...