Daniel joined Professional Planning Group as a Financial Advisor in 2000. He works directly with clients to develop and implement retirement strategies based upon their individual goals and objectives. Dan is Associate Compliance Officer, Operations Manager and a member of Executive, Compliance and Investment Committees.
Prior to joining Professional Planning Group, Daniel worked at the Mashantucket Pequot Gaming Enterprise as a Manager supervising department operations. Earlier in his career, he worked at the Washington Trust Company.
Daniel earned a Bachelor of Arts from Alfred University in 1991 with a dual emphasis in management and finance. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2003 and the Certified Investment Management Analyst® designation in 2017. Daniel is a member of the Investment & Wealth Institute and has been recognized by Raymond James as a Chairman’s Council* team member since 2010. He holds the Series 7, 24, 51, 63 and 65 licenses and is a Raymond James Registered Principal. He has also been a contributor to Newsline, a local NEARI publication for educators.
Active in the community, Daniel serves on the Board of Directors and is a member of the Finance and Executive Committees for Wood River Health Services. He is also the Treasurer, a member of the Governing Council, and a member of the Governance and Finance Committees for Opening Doors for Westerly’s Children.
Daniel lives in Westerly, RI with his wife, Jolee, and their two sons, Colby and Connor. In his free time, Daniel enjoys spending time on the water with his family.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.