Dan oversees the firm’s Wealth Strategy team at Commonwealth Financial Group, ensuring that advisors have access to specialists to help deliver the highest level of service in advanced planning, estate planning, and investment strategies. Dan’s leadership ensures both advisors and clients benefit from an active process designed with ongoing experiences and support.

With over 10 years of experience, Dan has created more than 10,000 financial plans and dedicated over 10,000 hours to research and learning, making him a subject matter expert in the field. His journey in financial planning began after graduating from Bentley University in 2012, driven by a passion for helping others. Actively engaged in the Financial Planning Association (FPA), Dan holds prestigious designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®). His credentials also include Series 7, 66, 24, and various state LAH licenses.