My Edward Jones branch team is committed to providing excellent client service. I partner with clients by helping them identify, define and develop strategies to work toward achieving specific individual long-term financial goals. I believe it's important to invest time to understand what is important to you before you begin investing.
In 1989, I began my career with Edward Jones and was invited to become a limited partner in 1993. In 1997, I transitioned from the home office to become a financial advisor.
In 1995, I graduated from Lindenwood University earning a Bachelor of Arts in business, and earned my CFP® designation in 2008.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My branch team partner, Sima Schappe, is a senior branch office administrator. With over 10 years of industry experience, she is dedicated to partnering with me in providing our clients with the highest quality service.
My beautiful wife, Lisa, and I have been married since 1991. Together we have four children: Nick, Jack, Katie and Mallory. We also have a sweet Lab, Rosie. Our family enjoys camping and hiking and we spend time often visiting our nation's splendid national parks. We are active members at SunRise O'Fallon Methodist Church.
Having a relationship with our clients is key, and in our view, meeting face to face strengthens that relationship. We are thankful for our clients' trust and engagement and we are committed to helping them achieve their goals.
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address1001 Boardwalk Springs Pl
O'Fallon, MO 63368
Phone NumberDan Farner at (636) 695-4695
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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