
History Rhymes: A Review of Presidential Policy “Missteps”
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
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.
Dive into the latest insights from our expert team with our personal touch.
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...