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Dan Jensen

Client Service Manager

Dan Jensen joined Moneta as a Client Service Manager after graduating from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing Finance and Banking. During his time at Mizzou, he also studied abroad at the University of Westminster in London, gaining international perspective on financial markets. He was an active member of Alpha Tau Omega Fraternity, serving on its executive board and developing a passion for leadership and teamwork.

Dan interned with Moneta as a rising senior and was drawn back by the collaborative culture, strong values, and client-first approach. He appreciates the opportunity to build meaningful relationships while helping clients make confident, informed financial decisions.

A proud resident of Kirkwood, Dan enjoys spending time at his family farm, cheering on Mizzou and St. Louis sports teams, traveling, and golfing.

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First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

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Monthly Recap – March 2026

Monthly Recap – March 2026

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March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

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By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

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