In his role as a Paraplanner for our Vermont office, Daniel works closely with Financial Advisor, Rebecca Fetterman to craft comprehensive financial plans, ensure seamless client communication and provide dedicated client service. Daniel has a background in sales and marketing and before joining BFG, he worked at Fidelity Investments, providing over-the-phone client assistance for retail brokerage account servicing.

Daniel earned his degree in Environmental Sciences from the University of Vermont. In his free time, you’ll often find him in the mountains skiing, mountain biking, or running.