
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...


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.
Dive into the latest insights from our expert team with our personal touch.

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...