About Us

As the Director of Business Development, Dan combines his legal counseling experience with the First Element team’s high-level insurance expertise to help fee-only advisory firms provide client-friendly risk management solutions to their clients in a proactive, process-driven manner.  Just as every client’s circumstances, goals and objectives are unique, each RIA has its own perspective and process.  Dan takes a consultative approach to working with each firm by first learning about how advisors engage their clients and what the unique planning process is for that particular firm.  By learning these critical aspects, Dan tailors the resources at FEIP to the firm, with the goal of comfortably folding risk management into the firm’s existing wealth management process. Dan lives in St. Louis, Missouri, with his wife, Casey, and two children. He enjoys running, bicycling, spending quality time with his family, and drinking good beer with good friends.

As a forward-thinking Risk Management Consultant, Chris works closely with fee-only advisory firms and their clients to address the critical aspects of risk management in the financial planning process. By focusing on client goals and objectives, Chris brings a consultative, unbiased perspective to planning that focuses on needs and solutions. With a background that includes a tenure at one of the pre-eminent wealth management firms in the nation, as well as experience at a top tier life insurance company, Chris possesses a unique ability to assess client needs and recommend tailored solutions that align with both short-term objectives and long-term goals. Chris lives in St. Louis, Missouri with his partner, Barb, and his two children Tyler and Charlotte. He enjoys attending concerts, spending time on the lake and playing soccer and lacrosse with his kids.