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Dan Kissling

Senior Advisor

CFP®

Dan Kissling is an experienced financial advisor with a decade of expertise in helping clients navigate their financial journeys. He provides personalized financial guidance, tailoring strategies for each client’s unique needs and empowering them to reach their goals while living life to the fullest. His commitment to helping others extends beyond his professional role and into his personal life.  

Before joining Moneta in 2015, Dan earned his B.S. degree in Finance and Economic Consulting from Indiana University. He currently lives in the Central West End neighborhood with his wife. 

A passionate traveler, Dan has explored destinations such as Paris, Switzerland, and Italy, while also cherishing the natural beauty of Montana and Park City. Outside of work, he enjoys skiing, golfing, and discovering new restaurants. A dedicated sports fan, Dan proudly supports the St. Louis Blues, St. Louis Cardinals, and Indiana University Hoosiers. 

  • CERTIFIED FINANCIAL PLANNER®

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Monthly Recap – January 2026

Monthly Recap – January 2026

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January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

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By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

A Silver Lining for Your January Gloom

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Learning From a Legacy – 2026

Learning From a Legacy – 2026

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