Dan brings over 25 years of experience in the retirement services industry and is a Retirement Plan Relationship Manager at SFP Wealth. He is responsible for developing long-term relationships with our corporate clients by managing the day-to-day operations and servicing of his plans. He works to ensure that fiduciary standards are met and offers the best plan solutions available to meet his clients' needs.
Dan has a BA in Business and carries the Chartered Retirement Plans Specialist (CRPS®) designation and holds the Series 6 and 63 licenses.
Dan lives in Dedham with his wife, four children and their two German Shepherds. When not at work, Dan can be found volunteering on a field, in a rink or coaching his children’s youth sports teams. He has been coaching for over 15 years and truly enjoys the team building process.