About Dan
Dan initially got into the financial advisory business because he was intrigued by the fast pace of the bond markets. After gaining experience inside the industry, he decided it was time for a change. He switched from working as a fixed income trader at a St. Louis broker-dealer after realizing the power of an investment approach that puts the client first.
Now, Dan uses his knowledge and extensive experience to help others build strategic portfolios
Dan assists clients and members of Focus Partners Wealth’s advisory teams to develop custom, individually tailored fixed-income portfolios designed to help clients meet their most important, long-term financial goals. His duties include monitoring bond market conditions, such as changing interest rates and credit events, to add clarity and direction to client strategies.
Dan is married with two boys and lives in Manchester, Missouri.
Education and Professional Milestones
- Truman State University - bachelor’s degree in finance
- Prior to Focus Partners Wealth, has held roles as a fixed income trader at A.G. Edwards & Sons, now Wells Fargo Advisors, and as an IRA and retirement plan specialist for Edward Jones
Dan initially got into the financial advisory business because he was intrigued by the fast pace of the bond markets. After gaining experience inside the industry, he decided it was time for a change. He switched from working as a fixed income trader at a St. Louis broker-dealer after realizing the power of an investment approach that puts the client first.
Now, Dan uses his knowledge and extensive experience to help others build strategic portfolios
Dan assists clients and members of Focus Partners Wealth’s advisory teams to develop custom, individually tailored fixed-income portfolios designed to help clients meet their most important, long-term financial goals. His duties include monitoring bond market conditions, such as changing interest rates and credit events, to add clarity and direction to client strategies.
Dan is married with two boys and lives in Manchester, Missouri.
Education and Professional Milestones
- Truman State University - bachelor’s degree in finance
- Prior to Focus Partners Wealth, has held roles as a fixed income trader at A.G. Edwards & Sons, now Wells Fargo Advisors, and as an IRA and retirement plan specialist for Edward Jones