Daniel Brungard

Dan is an Investment Advisor Representative with Cornerstone Financial Group.  His focus is working with business owners and senior executives.  With business owners, he helps to prepare for succession events – both planned and unplanned – as well as helping them to organize their personal financial affairs.  Senior executives are often very focused on their business, as they should be.  Dan works with them to prepare for the next stage in life.

The main characteristic that sets Dan apart is his ability to listen and understand his clients’ desires and concerns.  Working together with his client and other members of the CFG team, he crafts a personalized strategy for success.  That is when the service that differentiates Dan comes in.  He actively monitors accounts and regularly communicates with clients.  “I am disappointed in the number of times I hear someone say they have not spoken to their advisor in several years,” he said of his communication style, “I communicate with my clients on a regular basis and meet with them at least once a year, more often if warranted.”

Dan is a fully licensed investment advisor.  He is a graduate of WebsterUniversity, with a BA in Political Science and an MA in International Relations.

Dan is an active member of the community, working with various professional bicycle races, including The Gateway Cup and The Tour de Grove, Leadership Missouri Alumni Association, the Christian Brother’s CollegeHigh Schooland his church, St. Joseph Catholic Church in Cottleville.  He serves on the Workforce Investment Board for St. CharlesCountyand is an Election Judge.  Dan lives in O’Fallon with his wife Helen and their sons Mitchell and Matthew.