Overview

Dan is the Tax Manager at the firm. In this role, he provides individual and fiduciary tax services as well as tax planning for clients. In addition, Dan also serves as a Trustee and Investment Advisor on various trusts and client accounts.

Prior to joining the firm, he worked as a tax advisor at Rice, Heard & Bigelow, Inc., a private trust company. Before this, he was an income tax specialist at State Street Bank and Trust Company.

Dan lives in Stoneham, Massachusetts with his family and has been with Northeast since 2003.

Education & Certification

Northeastern University, B.S. – 1991

CERTIFIED FINANCIAL PLANNER

Enrolled Agent