
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...


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.
Dive into the latest insights from our expert team with our personal touch.

December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...