Daniel Cox
Relationship Manager
Department: Relationship Manager
Experience: Financial Services since 2021
Education: Bachelor’s degree in accounting and MBA from Western Governors University
Daniel joined the Modern Wealth team in March 2024 after previously serving in a few accounting roles. He was promoted to be a relationship manager after spending one year as a concierge associate. In his role as a relationship manager, Daniel supports our advisors by meeting with clients and assisting them with financial planning items.
The culture that has been created and supported at Modern Wealth immediately stuck out to Daniel. Daniel was able to hone his financial planning skills as a concierge associate, which required him to make first contact with leads and help share how Modern Wealth can help them reach their financial retirement goals. He is passionate that financial planning should focus on more than investing and likes how Modern Wealth serves as a one-stop option for someone’s financial needs.
Daniel and his wife, Bri, spend a lot of their time going to sporting events, especially Kansas City Chiefs games. They enjoy spending time with family and playing with their nieces and nephews. They have a little French Bulldog named Patrick that they love taking to dog parks and going on walks with.