About
Meet The TEam
Who You'll Be Working With
Keegan JohnsFounder
Keegan is a financial planner and investment advisor representative who loves educating individuals and families on financial matters. With former thoughts of becoming a teacher, he has discovered a passion for sharing knowledge outside of the classroom setting.
After 14 years working at another financial services company, at only 33 years old, he found himself among the top 3% of their advisors with assets under management. He knew that to continue to grow as an advisor, and provide the best possible services for his clients, it was time to start his own firm, LuxPlan. Lux, meaning to illuminate, describes the firm's desire to shed light on people's financial lives instead of having them wandering in the dark.
Keegan has a tremendous focus on making the client experience as welcoming and enjoyable as possible. Finances can be hard, and with seemingly a million moving parts it can become very overwhelming to get the help you need. With LuxPlan and Keegan, no question is a bad question, and virtually everyone is a candidate for his planning services.
When he's not working with families on their finances you'll likely find Keegan with his Son and Daughter, probably at a park. As a family they enjoy pickleball and golf. In the spare time you'll see Keegan weightlifting, reading, or on a patio somewhere, and as a party trick, Keegan is known to come up with songs entirely off the top of his head. The Christian faith is a giant component of their family's life, and that has spurred the business philosophy to "love your neighbor as yourself", or in other words, treat others how you want to be treated.
Dan VelcheckCPA/ Financial Planner
As a trusted CPA and Financial Advisor for over two decades, Dan has helped countless individuals and business owners achieve peace of mind through disciplined money management and forward-thinking financial strategies.
With a background in Accounting and Finance from St. Louis University, Dan comprehensively understands his client's unique goals and situations. His personalized services are designed to preserve and grow wealth responsibly over the long term.
Quality and reliability are Dan's top priorities. Clients appreciate his attentiveness to details as well as his timely filing and advice. Dan's personalized approach fosters strong relationships built on transparency and trust.
Outside of the office, Dan's greatest joy comes from his family - especially enjoying sporting activities with his sons. He finds balance through travel with his loved ones. Dan also proudly gives back through committed volunteer work with his church and the Salvation Army.
Whether for individual taxpayers or business owners, Dan offers a dedicated partner focused on solutions tailored around your priorities. His values of integrity, community involvement and family harmony reflect in his client-first service approach. Get in touch to experience Dan's excellent track record of results.
LuxPlan
Your direct line to your financial planner, where we create your plan, find the right tools for the tasks at hand, and adjust the plan over time as your goals and timelines change.
BNY Mellon Pershing
This is your “custodian”. A custodian works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions. Such firms employ technology and procedures designed to ensure that transactions are processed in a timely and efficient manner. Additionally, custodians prepare and send periodic account statements and transaction confirmations to investors.
Osaic
An independent Broker Dealer and Registered Investment Advisor that provides us with back office, technology, regulatory and operational support. Thanks to our association with the firm, we can offer you access to thousands of diverse financial strategies. This allows us to offer objectivity, independent investment advice, with no obligation to promote any particular investment.
Product Partners
We very literally have too many to name here. To make sure that we don’t have any incentives to offer you a program other than the one that is best for you, you will never own a “LuxPlan” investment product. We instead use time tested companies, (like Fidelity, Franklin Templeton, Vanguard, and so many more) to find the tool we believe can get the job done for you!