Daniel helps his clients think ahead, think big, and plan for their vision. He works with a variety of clients, but his passion is building close personal relationships and setting up comprehensive financial plans to help his clients achieve their goals. He gets fulfillment knowing that the work he does has a direct impact on people’s lives.
Daniel has always had an interest in finance and money management and decided to get into the financial services industry while still in college. Daniel started his career at Northwestern Mutual and built a solid practice for more than eight years before hearing about the opportunity to follow several of his colleagues to Visionary. He wanted the ability to offer his clients independent, unbiased advice and the flexibility to bring an unlimited amount of investment options to the table.
Daniel has a Bachelor’s Degree in Finance from St. Louis University. He has also earned CERTIFIED FINANCIAL PLANNER™ and CLU® designations.
Daniel grew up in Nashville, Tennessee and moved to St. Louis, Missouri for college. Shortly after finishing school, he met his wife, Kristie, and they now live in Glendale, a community of St. Louis. They have three young children, Hope, Teddy and Jane. Daniel is an avid golfer and enjoys playing basketball at the Missouri Athletic Club.