Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as a Client Service Manager at Moneta. Joe received his B.S. in Finance at the University…
Combining strong business experience with a passion and drive to support individuals and families achieve their personal, professional, and philanthropic goals, Heather meets clients “where they are” in their journeys and walks with them through…
Troy McQuinn is passionate about building lasting relationships and providing solutions to individuals and families while helping them navigate the many complexities of growing and protecting their wealth. Troy serves as a trusted advisor and…
Pietro Nicastro works hard to build relationships with clients and assist Advisors on the Diederich Simmons Perez Team. Pietro earned his Bachelor’s Degree in Finance and Banking with an emphasis in Real Estate from the…
Drennan Bailey joined Moneta’s Diederich Simmons Perez Team as an Advisor to help clients plan for life’s complex financial challenges. Drennan brings a diverse background to the team having worked in public accounting, agriculture, and…
Merinda Dinkel joined Moneta as a 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…
Katie Lewis is dedicated to serving her clients and providing a positive impact on the lives of others. In the ever-changing financial field, Katie is focused on finding the best ways to support clients as…
Al Simmons joined Moneta as a Partner on the Diederich Team in 2020 to help launch the firm’s second expansion office in Kansas City. Al and former colleague and fellow KU Alumnus, Gene Diederich, share…
Charlie Mueth loves helping clients organize their financial situation and setting them on a path to achieve their financial goals. He is thrilled to be part of Moneta, specifically for its dedication to world-class client…
Jack Armstrong enjoys his day-to-day interaction with clients in his role as a Client Service Manager for the Diederich Simmons Perez Team. He also takes great pride in assisting the team’s Advisors in creating a…
Kim Mueller enjoys helping people navigate complex situations. She gives them peace of mind by taking care of them like family. Kim joined Moneta as a Senior Advisor on the Diederich Simmons Perez Team in…
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…
Brie McDonald, CFP®, enjoys building relationships with clients and helping them navigate complex financial issues. Moneta’s holistic approach to financial advising through investment, estate, income tax, retirement, and business succession planning drove her to join…
Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and…
Debbie Reimer serves as Executive Assistant to Moneta Partners Gene Diederich, Al Simmons and Nic Perez, managing their schedules to maintain well-balanced lives while keeping them organized, informed and on task with client initiatives. She…
Katie Harrell loves building relationships with clients and their families to deliver an exceptional experience while taking care of their needs and helping them achieve their financial goals. Katie joined Moneta as an Operations &…
Moneta Partner Gene Diederich is recognized as a trusted advisor who combines deep expertise with a genuine commitment to his client’s success. His approach is characterized by a strong focus on relationship-building, integrity, and transparency.…