View in portrait for best experience

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.

A WEALTH OF INFORMATION

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

Monthly Recap – June 2026

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...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

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

You Negotiated the Offer. Did you Plan for What Comes Next?

You Negotiated the Offer. Did you Plan for What Comes Next?

June 29, 2026

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

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

VIEW ALL ARTICLES

Let’s make every moment count together…