Stephanie Rogers joined Moneta’s Diederich Simmons Perez team as a Senior Advisor in 2018 to help clients navigate big picture, high impact financial decisions. She sees herself as the team’s quarterback, your go-to contact for executing the best financial plays while delivering the ball to the right place at the right time.

Stephanie brings 17 years of experience to Moneta where she can blossom in a role that allows her to do what she loves most about wealth management: complex financial planning. After graduating from the University of Missouri-Columbia with a BSBA in both Finance and Real Estate, she earned her CFA and CFP credentials and spent most of her professional career as a Portfolio Manager at U.S. Trust in Chicago, managing investments for high net worth individuals. Wanting to advance beyond her focus on investments, the St. Louis native moved her family back to her hometown and joined Moneta.

The Diederich Simmons Perez team’s role as a Family CFO aligned perfectly with Stephanie’s desire to help clients navigate life’s path and protect what they cherish. Moving from Chicago to St. Louis also meant her children would be much closer to grandparents, aunts and uncles. In both her personal and professional contexts, “family” certainly ranks as a top priority.

Stephanie and her husband spend most of their free time with their daughter, son and dog. Outside of time spent with her family, Stephanie enjoys running, traveling, theater, reading and trying out new restaurants in town.

• CHARTERED FINANCIAL ANALYST®
• CERTIFIED FINANCIAL PLANNER®