Daniel Cox
Concierge Associate
Department: Concierge
Experience: Financial Services since 2021
Education: Bachelor’s degree in accounting and MBA from Western Governors University
Daniel’s focus is on making first contact with leads and helping share how Modern Wealth can help them reach their financial retirement goals. He arrived at Modern Wealth in March 2024 after serving in a few accounting roles.
The culture that has been created and supported at Modern Wealth immediately stuck out to Daniel. He also 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 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.