Dan Hefley, Financial Advisor

Focus Areas

  • College Savings
  • Entrepreneurs & Business Owners
  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

About Dan

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...

Work History

  • Edward JonesDecember 2013 to Current

Education

  • Univ of Missouri-ColumbiaMasters

Personal Interests

  • Traveling
  • Active Lifestyle
  • Running

Team Members

  • Julie Schmid
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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