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 friendships 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. He started his career in the financial services industry while still in college as an intern for a Fortune 100 financial firm. After graduating, he took a full-time position and built his practice there for eight years before learning 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 to attend 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 rooting for his favorite teams, the St. Louis Cardinals and Tennessee Titans, or trying to fit in a round of golf at Westborough Country Club.