After graduating from East Lyme High School and Clemson University, Dan moved to Boston and where he worked for asset management firms, helping financial advisors with asset allocation strategies and risk management solutions.  He joined the Adams Wealth Management team to have a direct impact helping individuals reach their financial goals.  The foundation of his work is rooted in the philosophy that clients deserve honesty, competency, and respect.

 Dan lives in Old Lyme with his wife, Jillian.

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT, WI