Dan’s background in financial services started in 2001. Having joined our team in 2018, Dan is Boston Wealth’s veteran client service manager. He works closely with an assigned group of clients, managing their day-to-day service needs and any account-related questions they need guidance with. His goal is to be their point person and work closely with the advisors and partners to plan and prepare for their meetings.
Dan started his career in retail management, managing an Enterprise and a movie theater, working nights and weekends, which did not allow for a lot of freedom. Wanting his quality of life back and always enjoying stocks and bonds, Dan made the career change into the financial services industry. He started at Commonwealth Financial Network®—our Registered Investment Advisor-broker/dealer partner—where he worked for 13 years, managing the Transfer of Assets department. That’s where he met his wife, Thuy.
Dan grew up in Stoughton and graduated from the University of Massachusetts, Amherst, where he earned a degree in sports management.
Dan and Thuy married in 2012 and live in Holliston, Massachusetts, with their daughter and son. Dan enjoys spending time with his family, golfing, and exercising.