Koeneman Glenn
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Sean Ridley helps families plan, evolve, and maneuver more freely through the critical passages of life. He also enjoys providing guidance for entrepreneurs, business owners, and employees with unique equity exposure. As a CERTIFIED FINANCIAL…
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Paige Mueller is a Client Service Manager for the Koeneman Glenn Team at Moneta. Paige earned her Master’s in Business Administration concentrating in Finance and her Master’s in Public Policy concentrating in Applied Economic Policy…
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Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNER® professional, Pat takes a goal-based approach to…
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Jacob Longinette strives to help his clients in any way he can. He always knew he wanted an opportunity to help others with his career, and he is passionately driven to provide world-class client service.…
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Ashley Kwater joined the Koeneman Glenn Team in 2015 as a Client Service Manager. She was elevated to the role of Operations Manager in June 2024. She enjoys being a part of a team that…
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As a Partner on the Koeneman Glenn Team, Andy Glenn lends his extensive investment expertise to finding solutions to the unique financial needs of each of his clients. Andy earned his B.S. in Business Economics…
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Katie Angelbeck builds trust through relationships as a Senior Client Service Manager with more than a decade of experience at Moneta. Knowing her clients on a personal level throughout the years helps her anticipate their…
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Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER® and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’…