Dan is a Design Center Analyst. In his role, he works with the Design Center team, assisting in case analysis, as well as helping to implement eMoney as a financial planning and practice management tool.
Prior to joining the firm, Dan worked in the Financial Planning Department at Baystate Financial, where he acted as a Case Manager for fee-based financial planners, specializing in eMoney. He graduated from Bentley University with a degree in finance and a Liberal Studies Major in Ethics and Social Responsibility.
Dan currently resides in Somerville and some of his personal interests include playing and watching sports, traveling, and going to the movies.« Meet more of the team