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Dan McDonnell, CRPS®

Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

“The biggest influence in my life has been my wife, Staci. She has not only been my best friend for more than half of my life, she has also been an even better mom to our children. She has been so selfless, always putting others before herself. She has been nothing but a positive influence on me and has made me a better person because of it.”

 

Dan brings over 20 years of experience in the retirement services industry to SFP Wealth. Prior to joining our team, Dan was a Plan Advisor at Sentinel Benefits Group and previously served as a Relationship Manager at Putnam Investments. Dan joined SFP Wealth in 2015 as a Retirement Plan Relationship Manger and is responsible for developing long-term relationships with our corporate clients and managing the day-to-day operations and servicing of his plans. 

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 German Shepherd. 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.