Dan is a leader in AAFCPAs’ Tax Practice advising select clients, including high-net-worth individuals along with their families and business interests. He works extensively with AAF Wealth Management clients, helping to ensure the seamless execution of their holistic financial plans. He navigates the intricacies of compliance, taxation, wealth optimization, asset protection & privacy.
Since joining the firm in 2007, Dan has embraced AAFCPAs’ integrated service model as key to client success. He recognizes that this combination of tax and wealth management expertise leads to better-informed decisions, increased tax efficiency, and an enhanced client experience—all contributing to greater success in achieving a clients’ financial goals.
He brings a level of technical tax knowledge, proactive planning, and adaptability that can deliver enhanced peace of mind. This includes a range of tax strategies, such as income deferral, expense acceleration, tax-efficient investment strategies, entity selection and structuring, tax credits, and deductions. He applies his deep understanding of the tax code, ongoing monitoring of tax developments, and a collaborative relationship with clients to optimize their overall tax position and ensure compliance with applicable tax laws and regulations.
Dan’s clients consider him a confidant when making life’s most critical financial decisions. A caring, ethical, and dedicated financial partner, he earns that trust by always doing what’s best for the client. Dan is recognized for his upbeat attitude, for his ability to always look on the bright side of every situation, and for his enthusiasm and pride in the work he does.
Dan earned his Bachelor of Science degree in accounting magna cum laude from Fitchburg State University and currently serves on the Board of the Fitchburg State University Alumni Association. He lives in Fitchburg, MA with his wife and two children. He’s an active member of the community, serving as Board Treasurer of Family Promise Metrowest. He also enjoys coaching his daughter’s basketball and soccer teams. When he’s not with clients, you will often find him spending time with his family and cheering on all Boston sports.