Undergrad: University of Vermont
Grad/Additional: Cannon Financial Institute
Years in Industry
25+ years in Banking
15+ years in Trust and Wealth Management
Affiliations and Certifications
Certified Trust and Financial Advisor (CTFA)
Dan is a strong customer advocate who loves helping people reach their financial goals. He knows how important it is to truly understand their financial picture, values and goals so he can guide them to the best decision. Outside of the office, Dan enjoys many activities including camping, hiking, smoking meat and spending time with his family.
Call 860.435.5205 to set up a complimentary, confidential meeting with a Salisbury Trust Officer and find out how we can enrich your life.
Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company 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, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.