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Luke Rottinghaus

Client Service Manager

Luke Rottinghaus brings a strong foundation in financial analysis and a passion for helping clients navigate their investment journeys. As a Client Service Manager on the Diederich Simmons Perez Team at Moneta, Luke supports clients with personalized service and attention to detail, ensuring their financial plans are executed seamlessly. 

Prior to joining Moneta, Luke served ultra-high-net-worth clients as a Financial Analyst in the Private Wealth Management group at Goldman Sachs in Chicago. His experience there, along with internships at Goldman Sachs and FAS Wealth Partners, equipped him with the skills and insights needed to deliver exceptional client service in a dynamic financial landscape. 

Luke earned his Bachelor of Science in Finance and Business Management/Leadership from the University of Kansas, where he was honored as the commencement speaker for the School of Business. He holds the Securities Industry Essentials® (SIE®), Series 7, and Series 63 certifications. 

Outside of work, Luke enjoys mountain skiing and traveling internationally—experiences that fuel his curiosity and broaden his perspective. 

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First Quarter Investment Report – 2026

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 ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

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Monthly Recap – March 2026

Monthly Recap – March 2026

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March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

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By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

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