Dan is a financial advisor with over 20 years of experience, with a deep commitment to helping clients achieve long-term financial security through thoughtful planning and disciplined investment strategies. A graduate of Babson College, he built a strong foundation in business and entrepreneurship that continues to inform his client-first approach.
Throughout his career, Dan has worked at New York Life, Santander Investments, and Freedom Advisors, gaining broad experience in retirement planning, wealth management, and risk management.
Dan is currently the co-owner of 3D Advisor Group, where he focuses on delivering personalized financial planning and evidence-based investment solutions tailored to each client’s goals.
He resides in Hopkinton, Massachusetts with his wife, Shannon, and their two children, and values building lasting relationships both within his community and with the families he serves.