With a background in executive coaching and financial consulting, Dan helps clients create and implement financial life plans that mitigate risk. In 2024, he made a transition to Wellfleet Wealth Advisors, LLC, after spending 10 years at the RIA firm, Acorn Financial Advisory Services. He initially worked as an Investment Adviser Representative at ING Financial Partners in Boston.

Before joining the financial service industry, Dan specialized in executive development, communication and coaching. His consulting experience included work in mainland China, giving him a global perspective and appreciation for other cultures.

Prior to his executive consulting work, Dan pursued a career in business journalism, publishing in such publications as Business Week, International Management, Boston Globe business page and the Boston Globe Magazine.

Dan received the Harvard Business School Certificate of Specialization in Finance and Accounting. He holds a Bachelors of Arts degree from Boston University, where he also received his Certificate in Financial Planning. Dan holds Series 7 and 66 registrations.

Dan is passionate about the natural beauty and community of Wellfleet on Cape Cod. He lives in Wellfleet in addition to Needham, Ma. He is also a Board member of Healing Hands Worldwide, a non-profit based in St. Thomas, US Virgin Islands. The group provides free chemo treatments and medical information to women suffering from breast cancer in Jamaica, Ghana and Ethiopia. The organization also provides an empowerment mentoring program for high performing high school students in the Caribbean and Africa.