Dan is a financial advisor at Foundation Wealth Management. Born and raised in St. Louis, Dan knew that, upon completion of his MBA, he wanted to work at a local financial services firm. He enjoys the challenge of analyzing complex financial data and finds the dynamic nature of his work extremely rewarding. Dan works with new clients from the data gathering meeting to the completion of the onboarding process, ensuring a smooth beginning to the FWM relationship. He prepares comprehensive financial analyses and reviews for existing clients. Additionally Dan acts as a liaison between FWM and other financial professionals, including clients’ estate planning attorneys, CPAs, private bankers an