Retirement Plan Associate - Employee Benefits
Dan graduated from Merrimack College in 2011 with a degree in English, and a minor in Business Administration. While at Merrimack, Dan spent a year interning at Axial, and has remained with the firm since. He currently works as a member of our benefits team, specializing in corporate-sponsored retirement planning, group health plan implementation, and general client assistance.
Dan is an Investment Adviser Representative of Commonwealth Financial Network, having earned both Series 7 and Series 66 designations. He also holds his Massachusetts Life, and Massachusetts Health & Accident Insurance licenses.