Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Dan is a Senior Wealth Advisor at St. Louis Retirement Advisors with an emphasis on retirement and income planning for individuals and families living in the St. Louis region and across the country. Dan earned a Bachelor of Science in Business Administration from Washington University Olin Business School in St. Louis. He is a Certified Financial Planner™ practitioner and holds a Chartered Retirement Planning CounselorSM designation. He is incoming president of the local Financial Planning Association of Greater St. Louis Chapter (2025). Dan is also passionate about his service to his Church and is currently president of the congregation of Peace Lutheran Church. He also serves on the Investment Committee for Green Park Lutheran School, in St Louis. Dan is married to his wife, Jill, and together they have four children, Ashley, August, Isaac, and Sydney. Daughter, Sydney, lives at home and attends Westminster Christian Academy as a high school student. Dan enjoys fly fishing, golf, and tennis, as well as cycling and hiking. Both Dan and Jill enjoy spending time in the community and around friends and family. They also enjoy traveling across our great country and seeing the world!
English
FPA of Greater St. Louis
Financial Planning, Investment Management
Series 7 and 66
CFP®, CRPC®
Bachelor of Science in Business Administration from Washington University Olin Business School in St. Louis
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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