Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...
Daniel Prentice
Client Service Manager
Daniel joined Moneta Group as a Client Service Manager in 2017 after receiving his BSBA in Finance from the University of Missouri – St. Louis in December 2016.
Along with his desire to learn about the complexities of comprehensive financial management, Daniel enjoys being part of an incredibly smart and hardworking team that is passionate about ethically serving their clients.
Outside of Moneta, Daniel enjoys spending time with his wife and two daughters. He is passionate about the outdoors, including activities such as camping, hiking, kayaking, and fishing. If you see a helmet on his desk, that’s because he enjoys riding his motorcycle whenever possible.
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What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...
Fourth Quarter Investment Report – 2025
January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...