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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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Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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 ...

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