Welcome to Daniel J. Galli & Associates
We are Certified Financial Planner™ practitioners and fiduciaries who have been doing this for more than 30 years.
We help people figure out where they are now, where they're going and how they'll get there. Our goal is to help them make that happen.
We believe in the value of financial education and literacy. We are committed to our profession through our ongoing participation in the Financial Planning Association and the Certified Financial Planner Board of Standards.
As a small independent firm, we focus all of our resources, education, and experience on helping our clients. Our clients' success is our success.
Where are you now?
Your Team
Karen E. Van Voorhis CFP®
Colleen Richards
Director of Operations
Brian Franford
Linda Austin
Communications and Marketing Consultant
Lauren Kelebesa
Chief Operating Officer
Amy Mohan CFP®
Financial Planner
John Baker
Associate Financial Planner