Our Team

Born and raised on California's coast, Daniel spent much of his youth watching the sea and surfing its waves. He met his future wife there and married in 1991. After earning a degree in economics from the University of California, Santa Barbara in 1988, Daniel began his career at Mercer Global Advisors, a national financial planning firm. In this role, he traveled across the United States, delivering tailored business and personal financial planning solutions to medical professionals.

Following his time at Mercer, Daniel spent a decade in the high-tech industry as a business development manager, forging strategic partnerships for two technology firms—Optronics Engineering and NuMega Technologies (later acquired by Compuware).

In 2001, he returned to his original passion: financial planning. He joined Commonwealth Financial Network® in 2004 and went on to co-found Acorn Financial in 2007. In 2020, Daniel became a partner at Financial Strategies Retirement Partners. In July 2025, Daniel took the exciting step of launching his own firm, Granite Ginkgo Financial Planning.

In addition to his professional roles, Daniel has contributed to his community as treasurer of New Futures and as a board member of the Nashua Regional Board of the New Hampshire Charitable Foundation. 

Since 1994, Daniel and his wife, Kasia, have made their home in Nashua, New Hampshire, where they’ve raised their three children—David, Gavi, and Shira. A lifelong learner, Daniel is an avid reader and regularly listens to podcasts on a wide array of topics, including economics, technology, history, health, and psychology. He complements this intellectual curiosity with daily long walks. 

As a dynamic advisor and coach, Daniel welcomes individuals who are ready to pursue their highest financial and personal goals to connect with him.

Jim has been a financial advisor since 2016, following a 12-year career as a financial analyst at Raytheon, Hewlett-Packard, and Quantum Corporation. With a strong passion for financial education, Jim enjoys helping individuals achieve their financial goals with clarity and confidence.

He is a CERTIFIED FINANCIAL PLANNER® professional and holds a bachelor's degree in accounting from Bentley University, as well as an MBA from Babson College.

Jim and his wife, Lila, have two grown children. They settled in Nashua, New Hampshire over 20 years ago. In his free time, Jim enjoys hiking, sporting events, and trips to Hilton Head Island. He is an active member of the Church of the Good Shepherd in Nashua and is frequently seen around town walking his Old English Sheepdog.

Kristen brings a detail-oriented approach to her role as Client Service Manager, following an accomplished 11-year career as a logistics manager within the food manufacturing industry. Her transition into financial services reflects her adaptability and commitment to client-focused excellence.

She plays an integral role in ensuring seamless client experiences, provides comprehensive support across a broad spectrum of operational and administrative functions, facilitating efficient day-to-day communications and ensuring compliance with industry standards.

Outside of her professional responsibilities, Kristen enjoys spending quality time with her husband and their two energetic young sons, embracing family life with the same enthusiasm and care she brings to her work.