Dan specializes in asset management, retirement planning, estate planning and investment management. He thoroughly enjoys working with individuals and families to create customized financial plans that allow them to meet their goals.
Dan spent 21 years at Fidelity Investments, with his last position being a Vice President/Wealth Manager in their Private Wealth division in Boston. Prior to joining Fidelity, he worked at Raytheon Technologies for 13 years in Program Coordinator in the Patriot Field Return program.
Dan holds a Bachelor of Science in Business. In his spare time enjoys spending time with friends and family.