Advisor
Daniel Wilkes
MBA
“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.”
I understand big financial decisions can lead to a range of emotions – including fear and anxiety. In my experience, a well-thought-out financial plan is the antidote and path to peace of mind. I will meet you wherever you are in your financial journey and guide you through the long haul, whether that is for your retirement or multi-generational wealth transfer. No matter your end-goal, I can provide you and your family the trusted financial advice you’re looking for.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 (poorly but with enthusiasm) and traveling. My wife Shelby and I make our home in Raytown with our two cats. We enjoy giving back to our community through many local organizations including CommunityLinc, The Fox 4 Love Fund for Children, and Cornerstones of Care.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Claycomo Branch
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Credit Union Guaranteed |
May Lose Value |
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