CPA, CFP®
Senior Wealth Manager
Email: kevin.daniel@plancorp.com | Phone: (314) 392-4691 | Connect on Linkedin
Meet With Kevin Take Financial AssessmentCPA, CFP®
Senior Wealth Manager
Email: kevin.daniel@plancorp.com
Phone: (314) 392-4691
Connect on Linkedin
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.
Indiana University, B.S. Finance and Accounting, 2011
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163