Dan Hefley Email & Phone Number

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. A complete understanding of what's most important to my clients is at the heart of my business. I partner with my clients to develop personalized strategies that help them achieve their goals and dreams. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.I began my Edward Jones career in 2013 as a leader in our Internal Audit Division. After 10 years of learning about how our firm works, I pursued my passion of supporting client and helping them achieve their financial goals. Prior to joining Edward Jones, I began my career in public accounting at KPMG as a certified public accountant working with public and private clients around St. Louis. I serve as the President of the Board of Directors of the Josh Seidel Memorial Foundation, which promotes science, engineering and technical skills, and encourages entrepreneurism.My wife, Becca, and I have two daughters, Lilian and Molly. Becca and I met at the University of Missouri – Columbia and both began our careers at KPMG. Becca is the Controller for a local privately held company. We are originally from Chesterfield, MO and Wildwood, MO, respectively, and now reside in Chesterfield, MO. In our free time, we enjoy traveling and spending time with friends and family./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Auditing, Us Gaap, External Audit, Big 4, and 12 others.

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  University Of Missouri-Columbia

  Accounting