Katy Jochum is a CERTIFIED FINANCIAL PLANNER® who helps individuals and families make confident decisions across investing, planning, and the many moving parts that shape long-term financial well‑being. With experience guiding clients through changing markets and life transitions, she focuses on clear advice, practical strategies, and a relationship built on trust and follow‑through.  

At Moneta, Katy is excited to lean further into a fiduciary, planning‑first approach—one that prioritizes clients’ best interests and supports thoughtful decision-making without the pressure of product or sales goals. She values Moneta’s collaborative model, enhanced technology, and the ability to bring clients a more connected experience through in‑house resources such as tax planning, estate planning, and trustee services. 

Katy earned her Bachelor of Science in Business Administration from The University of Missouri – St. Louis. She began her financial services career in 2005 and currently holds professional designations as a CFP® and Certified Plan Fiduciary Advisor® (CPFA®). 

Outside of work, Katy enjoys spending time with her family and staying active in the St. Louis community. She cares deeply about giving back and supporting community initiatives in ways that evolve with local needs.