Daniel has over 40 years of experience in investment management, financial planning, estate planning fiduciary relationship management and retirement funding. Prior to joining Passumpsic Financial Advisors 22 years ago he served as Financial Consultant/AVP at TD Banknorth Wealth Management where he was responsible for managing personal trust relationships and private endowment funds.

Daniel’s professional associations include the Vermont and New Hampshire Banker's Association Trust Committee, Corporator for Northeastern Vermont Regional Hospital, President of St. Johnsbury Development Fund, Chair of the Finance Committee for the Fairbanks Museum & Planetarium, Member of the Vermont Supreme Court Advisory Committee on Probate Procedures, and he was previously a Selectman for the Town of St Johnsbury, VT.