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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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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

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