Plancorp, LLC
Kevin Daniel is currently a Shareholder & Senior Wealth Manager at Plancorp Wealth Management, where Kevin has been working since January 2022. Prior to this role, Kevin gained substantial experience at EY from October 2011 to December 2021, holding various titles including Senior Manager, Tax Manager, Tax Senior, and Tax Staff. Kevin also interned at EY in 2010 and at Stifel Nicolaus in 2009. Kevin obtained their Bachelor of Science in Business - Accounting & Finance from Indiana University - Kelley School of Business in 2011.
Plancorp, LLC
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.