For Kyle Luetters, making a meaningful impact is at the heart of everything he does. As an Advisor at Moneta, he has the opportunity to make a difference not only for his clients but also for his community and family. Whether he’s guiding families through complex financial decisions or collaborating with his teammates to create innovative solutions, Kyle thrives in Moneta’s vibrant, intellectually driven culture. His journey with the firm has been transformative, and his day-to-day work reflects the passion and purpose that define Moneta’s mission.
Kyle starts his day with a strong cup of coffee and a packed schedule. As an Advisor at Moneta, he wears many hats, serving as the financial guide for a diverse array of clients—multigenerational families, business owners, and even farmers and ranchers. A passion for financial literacy and complex problem-solving has been a throughline in Kyle’s adult life, and his journey to Moneta reflects this commitment.
Kyle joined Moneta’s GFTR team in 2022, bringing with him a robust background in investment model management, alternative investments, insurance strategies, and tax planning. Before Moneta, he honed his expertise in financial planning and investment management at Northwestern Mutual and Stifel Nicolaus. His extensive training, including obtaining his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019, underscores his commitment to delivering world-class solutions. "The CFP® certification was a game-changer for me," he explains. "It allowed me to bring a higher level of comprehensive financial planning to my clients, backed by rigorous ethical standards and ongoing education."
A recent accomplishment for Kyle has been earning the Enrolled Agent (EA) credential, awarded by the IRS in 2024. This credential is a testament to his dedication to mastering tax strategies and navigating the intricacies of financial planning. "Becoming an EA was a natural next step," Kyle says. "It’s helped me deepen my knowledge in tax-efficient planning, which is crucial for the families I work with." His clients benefit from this expertise as he guides them in making sound financial decisions, tailored to their unique circumstances.
A typical day for Kyle involves client meetings, tax-saving strategy sessions, and collaborative planning with his team. Moneta’s culture of excellence and intellectual curiosity suits Kyle well.
“The environment here is vibrant and driven, and there’s always something new to tackle.”
Collaboration is also key. “I bounce ideas off my teammates every day, leveraging our collective knowledge to provide the best for our clients. That’s my favorite part of the work environment.” This year, his team’s collaborative efforts paid off as they onboarded over 20 new clients, a significant achievement in their field.
Moneta’s support for work-life balance is another aspect Kyle values deeply, especially as a father of two young children. Moneta’s flexible work-from-home policy has been invaluable, allowing him to spend more time with his family while still pursuing his career. Outside of work, Kyle is active in his local church, participates in the men’s organization F3, and enjoys hobbies like DIY projects, craft beer, motorsports, and cheering on the Kansas City Chiefs.
Part of what makes Moneta unique is its dedication to philanthropy through the Moneta Foundation. Supporting causes like education and community development, the foundation is a pillar of the firm’s mission to make a positive impact beyond financial services. For Kyle, this commitment resonates on a personal level, reinforcing his sense of purpose at Moneta. “Knowing that our firm gives back to the community in such meaningful ways is a big reason I love working here,” he reflects.
For anyone considering a role at Moneta, Kyle’s advice is clear:
“Do it sooner rather than later. My time here has completely changed the trajectory of my career, and I’m incredibly grateful for it.”
Kyle’s experience at Moneta has been nothing short of life-changing. From the firm’s commitment to collaboration and excellence to its dedication to giving back through the Moneta Foundation, Moneta has provided Kyle with the perfect environment to grow both professionally and personally. The challenges and rewards of his work have shaped his approach to financial advising, and he is proud to be part of a team that values its people as much as its purpose. For those considering a role at Moneta, Kyle’s advice is simple: don’t wait. Moneta is a place where you can thrive, make an impact, and become part of something truly meaningful.
Comments