Dan joined SFP Wealth in 2015 as a client relationship manager. With over 25 years of experience in the retirement services industry, Dan is responsible for building long-term relationships with our corporate clients. Dan is responsible for managing all aspects of our client relationships, including benchmarking of qualified plans, leading enrollment meetings, educating plan participants, conducting investment analyses, preparing retirement plan proposals, and helping plan sponsors convert and implement retirement plans. He is a thoughtful listener, attentive to detail, and always comes to the table with multiple options to ensure that his clients’ needs are not only met but exceeded.
Dan earned a BA in Business Administration and Management from Saint Anselm College. He carries the Chartered Retirement Plans Specialist (CRPS®) designation and holds his Series 6 and 63 licenses.
Dan and his wife reside in Dedham, MA where they raised their four children and two German Shepherds. Dan was born to be a coach, racing around various hockey rinks and fields across the state, mentoring not only his own children, but also their friends and teammates. His passion for music has been a constant throughout his life. With over 250 concerts under his belt, Dan likes to humorously remind those close to him that in his past life, he was a “very popular” wedding DJ. Dan’s happy place is the Outer Banks during the summer, cocktail in hand, surrounded by family.