Dan joined Axial in the summer of 2013. He is part of the Wealth Management Team and works with clients on creating financial plans, providing investment solutions to help reach client’s goals now and in retirement.
Dan graduated from University of Denver with a BSBA in Economics. He started his financial services career in 2005 and joined Axial in 2013. Dan earned his CERTIFIED FINANCIAL PLANNER™ certification and currently holds Series 7, and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
Dan is a resident of Concord, MA, and enjoys spending time with his wife, Kat, and their three children, Eleanor, Beatrice, and Samuel. In his spare time, he also enjoys scuba diving, skiing, and squash.