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- Financial/Investment Advisory Professional
UMB Private Wealth Management
You deserve an active and engaged partner who will tailor solutions to help you reach your unique financial goals. Therefore, we combine a listen first approach with thorough analysis to ensure your financial success moves along at your pace and in accordance to your strategy.
As a financial planner, Dan is responsible for creating dynamic plans for individuals, families and business owners. As part of the wealth team, he helps clients identify their life priorities and assists them with formulating a plan to meet their specific needs while helping them find direction and meaning through the process of wealth accumulation, preservation and transfer.
Dan has over ten years of experience in the financial services industry. Prior to joining UMB, Dan was a financial advisor at Sound Stewardship, LLC, a boutique RIA headquartered in Overland Park, Kansas. During his time at Sound Stewardship, Dan served as his clients’ trusted advisor in all areas of financial planning and wealth management. In addition to managing client relationships, Dan served as head of the firm’s asset allocation committee and was responsible for articulating the firm’s investment methodology to the public.
Dan holds a Bachelor of Arts degree from Kansas Wesleyan University and is a Certified Financial Planner™.