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Merinda Dinkel

Senior Client Service Manager

CFP®

Merinda Dinkel joined Moneta as a Senior Client Service Manager on the Diederich Simmons Perez team in 2021. She takes great pride in delivering top-tier service, fostering long-term relationships, and providing personalized guidance to help clients achieve their financial goals.

Merinda received her B.S. in Finance from Pennsylvania State University. During her time at Penn State, she was actively involved in leadership roles, serving as President of the Penn State World Campus Business Club and Treasurer of the World Campus chapter of the American Association of University Women.

Prior to joining Moneta, Merinda worked as a Personal Banker at Commerce Bank, where she specialized in educating clients on strategies to improve their financial well-being. She recently earned her CERTIFIED FINANCIAL PLANNER® certification, further enhancing her expertise and commitment to serving clients at the highest level.

Outside of work, Merinda loves cooking, reading, exploring St. Louis with her dogs, Wilson & Lou, and cheering on everything KU.

  • CERTIFIED FINANCIAL PLANNER®

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Monthly Recap – July 2026

Monthly Recap – July 2026

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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

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By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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