Dan is a strong customer advocate who loves helping people. He knows how important it is to truly
understand their financial picture, values and goals so he can guide them to the best decision. In his over
30 years in banking, he served as a financial advisor with Merchants Trust Company and a Wealth
Management Officer with Chittenden Bank. Dan serves internally as a member of the Trust Investment
Committee and Trust Administrative Committee.
Education: University of Vermont – BS in Business Management, Certified Trust and Fiduciary Advisor (CTFA.
Community Involvement: Dan is the Nonprofit Center of the Berkshires board President and a Berkshire
County Estate Planning Council board member.
Securities and investment products offered through Salisbury Bank Wealth Advisory are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by the bank or any bank affiliate. These products are subject to investment risk, including the possible loss of the principal invested.