Kyle Sitomer

Kyle Sitomer is passionate about helping individuals and families make confident financial decisions through every stage of life. Drawing on a foundation in accounting, finance and strategic planning, he brings a thoughtful and analytical approach to complex financial matters. Kyle believes great financial advice encompasses every aspect of life, from family and career decisions to retirement, business ownership, and legacy planning.

Known for his curiosity, adaptability, and commitment to service, he enjoys simplifying complexity and coordinating solutions across a client’s broader team of professionals. Kyle is driven by the opportunity to build lasting relationships and help families navigate life’s opportunities, transitions and milestones.

Kyle graduated from the University of Missouri-Columbia with a Master of Accountancy degree and later became credentialed as a Certified Public Accountant (CPA) at PricewaterhouseCoopers LLP. After nearly a decade in the financial services industry, including roles as a Senior Analyst at American Century Investments and a Vice President at Palmer Square Capital Management, Kyle joined the Diederich Simmons Perez Team at Moneta’s Kansas City office. He now leverages his institutional finance experience in a more personal setting, helping clients align their financial resources with the goals, values, and life experiences that matter most to them.

Kyle resides in Kansas City with his wife and three (soon to be four) children. Outside of Moneta, Kyle is passionate about spending time with his family and friends, playing golf, and reading.

• Education & Professional Development:
• M.S., Accounting, University of Missouri-Columbia
• MBA, University of Missouri-Kansas City
• Certified Public Accountant
• Registered Investment Advisor