Dan joined One2One Financial in summer of 2025 to expand his team to better serve his clients.
Dan joined MassMutual in 2010 following two years with another firm. Previously, he worked as a mortgage broker and in accounting. With a long background in personal finance, Dan chose financial advising to make a greater impact.
Dan works with a wide range of clientele and enjoys crafting individual recommendations that are customized for each client based on their own unique situation, goals, and dreams. He focuses on details and presents clear plans that help clients make confident decisions about their future.
Dan earned his Bachelor of Business Administration, with an emphasis in International Business from Pacific Union College in Angwin, CA. He has been heavily involved with several industry organizations and attends multiple conferences each year to continue to learn, so that he can better serve his clients. He and his wife are proud parents of two adult kids, and love to travel the world.