Dan has worked as a financial advisor since 2012. He works primarily with business owners, physicians, executives, and successful families throughout southern New England and Florida. He is passionate about helping clients develop clarity and focus on their financial and estate planning goals.
Dan holds the FINRA 6, 63, and 65 securities registrations.
Dan graduated from Wachusett Regional High School and the College of the Holy Cross, where he received a BA in philosophy in 2001. He lives in Leominster, Massachusetts, with his family. Outside of work, Dan enjoys spending quality time with family and close friends. He also enjoys reading, hunting, exercise, and nutrition.