Daniel Stephen Jr. is a financial advisor at Servatus Capital with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at M4 Capital, LLC and STIFEL. Servatus Capital provides customized financial planning and portfolio management services to individuals, foundations, charitable organizations, and businesses. The firm manages approximately $110 million for a select client base, employing a mix of fundamental, technical, and cyclical analysis with an emphasis on low-cost ETFs, individual equities, fixed income, and alternative investments.

Robert Dunn is a CFP® and Series 66 accredited financial advisor at Servatus Capital with 11 years of industry experience. His prior roles include positions at Pure Strike Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in St. Louis, MO, he has worked in wealth management since 2015. Servatus Capital serves individuals, foundations, charitable organizations, and businesses by providing financial planning, portfolio management, ERISA 3(21) retirement plan advice, and sub-adviser services. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios utilizing mutual funds, ETFs, equities, fixed income, and alternatives, with an emphasis on low-fee ETFs and active risk-aware management.