Financial Planners

Kevin Daniel

CPA, CFP®

Wealth Manager

Email: kevin.daniel@plancorp.com |  Phone: (314) 392-4691  |  Connect on Linkedin

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Biography

Kevin joined Plancorp in 2022 as a Wealth Manager after 10 years in public accounting. After graduating from Indiana University, Kevin began his career as a CPA at Ernst & Young, LLP. He provided tax and financial statement services, working with clients, executives, and a variety of stakeholders. Desiring an opportunity to work more personally with individuals and small business owners, Kevin made the move to Plancorp. His experience with complex tax planning is a huge benefit to his clients and our entire team.

 

Kevin stays busy outside of work with his wife Kayla, son Grant, and dog Jack. He spends much of his free time watching the Cardinals and Indiana Hoosiers basketball and enjoys spending time with family and friends, cooking, and traveling.

Education

Indiana University, B.S. Finance and Accounting, 2011