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Dan & His Team

Get to know Daniel

Daniel was born and raised in St. Louis, MO and currently resides in Valley Park, MO with his wife, Colleen. They have three boys, Everett, Anderson and Emmott. Dan and his wife both played volleyball in college; Colleen at Saint Louis University and Daniel at Lindenwood University. They were both inducted into their school’s Hall of Fame for their outstanding volleyball accolades. In his free time, Dan enjoys competing in 2v2 sand tournaments, running their sand volleyball club Edge BVC, golfing and spending quality time with friends and family.

Visionary Investment Committee

Our Investment Committee meets quarterly to review Visionary’s separately managed account portfolios and investment lineup. This is a senior-level committee devoted to discussing investment opportunities to determine if any changes need to be made to the firm’s model portfolios. Visionary partners with Fiducient Advisors, an independent investment consultant, for asset allocation expertise and ongoing investment monitoring to ensure the firm’s model portfolios remain in alignment with the respective investment policy statements.

Shelby Collins Photo

Shelby Collins

Director of Client Services

Direct Line: 314-764-2729

As the Director of Client Services for Dan Laure, Shelby Collins is responsible for scheduling client meetings, office administration, and account management.

To Shelby, a Visionary is someone who sets goals and plans for the life they want to live. She enjoys building relationships with clients and helping them achieve their goals. Shelby enjoys working with Dan because he is someone that truly cares for his clients.

Shelby grew up in Millstadt, Illinois, and received her Bachelor’s degree in business administration from Southern Illinois University in Edwardsville. She currently resides in Maryville, Illinois, with her husband, Adam, and dog, Chance. They enjoy camping, hiking, and traveling.

Jacob Gall Photo

Jacob Gall

Director of Client Services Intern

Direct Line: 314-461-9630

As a Director of Client Services Intern for Dan Laure, Jacob is responsible for account management, administration, and scheduling meetings with clients. Jacob chose to work in the financial services industry because of his strong interest in investments and financial markets. During his undergraduate years at McKendree, he spent considerable time independently learning more about personal finance, retirement planning, and other aspects of financial services. Jacob finds it very fulfilling to help people create wealth and reach their financial goals. 

To Jacob, being a Visionary means to see the best possible way to serve others and to hold yourself at that standard relentlessly. 

Jacob was an Intern for three years at Archford Capital Strategies. He shadowed wealth management advisors, learning about client relationships, asset allocation, and estate planning. He also worked on multiple reports related to compliance, billing, client suitability, and helped with administrative duties. 

Jacob currently lives in Fairview Heights, IL. In his free time, he enjoys playing volleyball, pool basketball, video and board games, and spending time with his family and friends.