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.”
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
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 |
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