Dan has been helping clients with financial planning and tax advice for over 20 years. Since 2004, he has worked alongside his father, Joe, expanding their family practice to include comprehensive financial planning. Over the years, Dan has guided hundreds of clients with a focus on retirement planning, Roth conversions, and tax-efficient strategies.
He holds Series 7, 6, 63, and 65 licenses, and completed the Certificate in Financial Planning program at Bryant University as well as the Certified Long-Term Care Professional designation. Dan approaches his work as both an advisor and a coach, helping clients understand their options and build confidence in their financial decisions.
A Rhode Island native, Dan grew up on the University of Rhode Island’s campus and remains a dedicated supporter of the Rams. After spending two years studying in San Diego, he returned home to complete his bachelor’s degree in General Business with an emphasis in Finance. Today, he lives in Charlestown with his wife Cheryl, their son Henry, and their dog Roux.
Outside the office, Dan enjoys hiking, traveling — having visited more than 15 countries — and spending time with his family. He’s also a passionate URI basketball fan and can often be found cheering on the Rams.