Direct Line: 314-764-2724
Daniel has a passion for providing his clients with a peace of mind as he helps them navigate through the various financial life stages. He values the long-term relationships he is able to build with his clients and particularly enjoys developing personalized comprehensive financial plans for each client.
Since childhood, Daniel has always had an interest in money management and investing. While still in college, he joined the financial services industry as an intern for a Fortune 100 financial firm. After graduating, he continued full-time and built his practice there for eight years before hearing about the opportunity at Visionary Wealth Advisors. Daniel was drawn to the culture at Visionary and the ability to offer his clients 100% independent, unbiased advice.
Daniel has a Bachelor’s Degree in Finance from Saint Louis University. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation.
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 suburb of St. Louis. They have three young children, Hope, Teddy, and Jane. When Daniel is not coaching or cheering on his own kids at their sporting events, he is trying to fit in a round at Westborough Country Club or playing basketball at the Missouri Athletic Club.