Dan joined Karen’s team in August 2011. He graduated from the University of Missouri, Columbia with a degree in Personal Financial Planning with an emphasis in Business. Dan is currently a Registered Representative, holding his Series 7 and Series 66.  Dan is responsible for assistance in portfolio rebalancing, research and tax planning. He also serves as a backup to the Client Service Manager.

 

Dan has a passion for soccer and golf. He also enjoys watching his Mizzou Tigers.

Contact information: This email address is being protected from spambots. You need JavaScript enabled to view it.  or 636-519-0049, extension 1050

 

 
 

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Six Point Financial Group LLC
14755 N. Outer 40 Dr. Suite 204
Chesterfield, MO 63017
Phone: 636-519-0049
Fax: 636-519-7445

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