Meet Dan

Dan serves as your dedicated point of contact for service needs, ensuring that routine matters are handled efficiently. With more than eight years of operational experience in financial services, he can anticipate potential issues before they become problems and address account-related questions quickly and accurately. Dan’s role is to be the reliable foundation that ensures your wealth management experience is smooth, efficient, and focused on what matters most—helping you achieve your financial goals.

Dan holds a degree in Professional Studies with a concentration in Finance from Southern New Hampshire University. His professional background includes roles in mutual fund support and account processing at Fidelity Investments, NSCC Support at SS&C Technologies, and most recently, Director of Operations at Guided Wealth—a financial planning firm based in Dartmouth. His decision to transition from back-office operations to client-facing service was driven by a passion for helping others. Dan brings a deep understanding of the systems and processes that support financial planning, allowing him to deliver exceptional service that is both responsive and reliable. He is also a Massachusetts Notary Public and is currently pursuing an advanced financial planning certification to further enhance the support he provides.

A Pawtucket, RI native, Dan now calls New Bedford home. He is a devoted family man married to his amazing wife, Carina, with two beautiful daughters, Eliana and Maddilyn. On weekends, Dan serves as the Director of Sacred Music and Organist for Saint Anthony of Padua Church. When he’s not at work, church, or studying, Dan enjoys cooking for his family and attempting to hit straight on the golf course.