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 free, no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: MO, KS
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.