Advisor

Daniel has been providing comprehensive financial planning advice to individuals and families since 2007. In addition to working with clients, he has also educated other financial planners as an instructor in CERTIFIED FINANCIAL PLANNER™ education programs, served as an editor for financial planning course materials, and acted as a knowledge expert for several large advisory firms. Driven by the great privilege and responsibility of his work, he loves finding the best ways to utilize financial resources to help clients accomplish their life goals. 

Daniel received a Master of Science degree in Financial Services from the American College in 2015 and earned the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc., in 2010. An alumnus of Middlebury College, he obtained a Bachelor of Arts in Music, magna cum laude, in 2004. 

A member of the Financial Planning Association, he is also an avid supporter of several community-based performing arts organizations on the North Shore. 

Daniel and his family live in Wenham, Massachusetts, where he greatly values time with his wife and two children and enjoys engaging in outdoor pursuits with them throughout the year.