Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, Group Benefits, Business Succession Planning
Dan has been an active member in the financial services industry since 1987. He assists in the structure and design of our retirement plans for our corporate clients. He also manages and maintains education, trustee and enrollment needs for our plans. He works to ensure that fiduciary standards are met and that we have the best solutions available to meet our clients' needs.
Throughout his career, his client relationships have included major corporations, financial institutions, and high net worth individuals, where he has provided advice and guidance on corporate retirement benefits, wealth management, portfolio development and estate planning services. His focus is on developing strategies and solutions to help clients minimize their tax obligations and protect their assets.
A significant aspect of Dan's business is leveraging his previous experience working in the corporate retirement plan market, with an emphasis on Defined Benefit & Defined Contribution plans. His focus is working with business owners, medical professionals, and senior level executives to assist them in exploring and maximizing their financial and retirement planning options.
Dan attended Union College in Schenectady, New York and graduated from the University of Massachusetts in Amherst, MA. Dan is a certified Accredited Investment Fiduciary (AIF®), and holds a Series 7 license, as well as Series 63 & 65 designations.
Dan resides in Westwood with his wife Karen, and their three children, Matt, Ryan and Regan.
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100 William Street 3rd Floor
Wellesley, MA 02481