Advisor

Daniel Wilkes

MBA

It’s my job as your financial advisor to help you feel more confident, far-seeing, capable, and prudent in your investing and retirement decisions. I’m proud to work at CommunityAmerica, where I’ve been a member myself for over a decade and share in the organizational mission of helping members achieve financial peace of mind.

“If you don’t know where you’re going, any road will take you there. Let’s work together to set clear financial goals and plan the right course to reach them.”

Kansas City born and raised, I earned my MBA from the UMKC Henry W. Bloch School of Management with an emphasis in finance. I enjoy playing sports, traveling, and volunteering with a variety of KC organizations with my wife, Shelby, who works in non-profit leadership.

Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.

Primary Location

Claycomo Branch
8100 NE US Highway 69
Pleasant Valley, MO 64068

Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS. CAFS is a SEC registered investment advisor. For important disclosures from CAFS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value

This site is intended only for residents of the states in which CommunityAmerica Financial Solutions, LLC and the listed financial representative is licensed. For a list of states and to learn more about CommunityAmerica Financial Solutions, LLC and its financial representatives, visit FINRA’s BrokerCheck.