Dan joined the firm part-time as an intern in 2024. After graduating from college in 2025, he joined the firm as a Tax & Wealth Management Assistant while completing his master’s degree. Dan’s commitment to delivering exceptional client service is rooted in his belief that understanding clients’ unique needs and financial goals is paramount to his work. He strives to provide thoughtful, detailed support, ensuring that each client receives superior service. In his current role, Dan assists with tax preparation, research, and portfolio analysis. He is passionate about fostering strong relationships with clients along with helping them navigate their financial journeys. Outside of work, Dan enjoys golfing, fishing, and other outdoor activities.
PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS
• Worked in financial services since 2024
• B.S in Business Management, Bridgewater State University
• MBA Candidate at Ricciardi College of Business