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Drennan Bailey

Advisor

CPA, MBA, CFP®

Drennan Bailey joined Moneta’s Diederich Simmons Perez Team as an Advisor to help clients plan for life’s complex financial challenges. Drennan brings a diverse background to the team having worked in public accounting, agriculture, and real estate.

Drennan earned his BSBA in Finance with an emphasis in Real Estate from the University of Missouri, and his M.B.A. from Saint Louis University. While working for Deloitte he also attended the University of Missouri – Saint Louis at night to complete the required accounting courses to earn his CPA license.

Drennan spent over five years at Deloitte where he was promoted to manager within Deloitte’s Business Valuation Group. At Deloitte, Drennan worked with individuals, closely held businesses, and Fortune 500 companies to provide valuation services, purchase price allocations, and goodwill impairment testing. Thereafter, Drennan joined Bunge Ltd., a multinational agriculture company, to work in their Capital Investments Group. In his position at Bunge, he oversaw Bunge North America’s multimillion dollar capital investments budget.

Wanting to return to his passion of helping people and being a go-to trusted advisor, Drennan joined Moneta. At Moneta, Drennan prides himself in building lasting and meaningful relationships with his clients. Drennan draws from his prior experiences to effectively listen to client’s needs and help them develop their financial plan. Drennan’s background is well suited to help individuals and business owners navigate complex financial issues.

Drennan and his wife are parents to their two young children. When Drennan is not spending time with his family, he is an avid outdoorsman. He enjoys spending time on the family’s operating farm, fishing, hunting, and skiing.

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Series 65 License

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