Stephanie RogersCFA®, CFP®
Stephanie brings 13 years of investment experience to Moneta where she can blossom in a role that allows her to do what she loves most about wealth management: 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 Vice President Portfolio Manager at U.S. Trust in Chicago. Wanting to advance beyond the limited scope of investment advice, the St. Louis native moved her family back to her hometown and joined Moneta.
The Diederich-Poling 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 1-year-old daughter 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 and adopted dog. They also love to travel when possible because it forces them out of their comfort zone. Experiencing different cultures and meeting different types of people are important endeavors to them.
- CHARTERED FINANCIAL ANALYST®
- CERTIFIED FINANCIAL PLANNER™