Advisor

Daniel has been providing comprehensive financial planning advice to individuals and families since 2007.  In addition to working with his clients, Daniel has worked extensively to educate other financial planners as an instructor in CERTIFIED FINANCIAL PLANNER™ education programs, an editor for financial planning course materials, and as a knowledge expert serving advisors at several large advisory firms.  Daniel is driven every day by the great privilege and responsibility of this work and loves to find the best ways to utilize financial resources to help clients accomplish life goals. 

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

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

Daniel and his family live in Wenham, Massachusetts.  Daniel greatly values time with his wife and two children and loves to engage in outdoor pursuits with his family in all seasons of the year.