Advisor

Daniel, a CERTIFIED FINANCIAL PLANNER™ practitioner, has been helping individuals and families make informed financial decisions since 2007. Through comprehensive financial planning, he works with clients to organize their resources, align their priorities, and create strategies that support meaningful goals. His work spans retirement income planning, investment management, tax planning, estate and legacy considerations, insurance consulting, and education funding strategies.

Before joining Milestone, Daniel contributed to the financial planning profession as an instructor in CERTIFIED FINANCIAL PLANNER™ education programs, an editor for course materials, and a subject matter expert for national advisory firms. He approaches his work with dedication and care, recognizing the lasting impact thoughtful financial guidance can have on clients’ lives.

Daniel earned a Master of Science in Financial Services from The American College and a Bachelor of Arts in Music, magna cum laude, from Middlebury College. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2010. As a member of the Financial Planning Association, Daniel remains engaged with professional standards and continuing education.

He works with a variety of clients, including academics, retirees and near-retirees, individuals managing inheritances or sudden financial changes, and families focused on legacy and charitable goals. Daniel enjoys collaborating with clients who value a disciplined, long-term approach to their financial planning.

Daniel and his family live in Wenham, Massachusetts. He enjoys spending time outdoors with his wife and two children and supporting community-based performing arts organizations on the North Shore.

Read more about Daniel in his Team Member Spotlight.