Team Members

Schedule Time With Dan › 

Dan founded Daniel J. Galli & Associates over 30 years ago. His practice includes a wide range of financial planning and investment management services, with a focus on retirement planning for professionals, small business owners, teachers, and individuals. 

Since 1997 Dan has taught courses on retirement, employee benefits, and financial planning for students in the CERTIFIED FINANCIAL PLANNER^_® programs at both Northeastern University and Boston University. His ongoing work with BU includes updating BU’s CFP® program curriculum as tax laws and other regulations are changed.

Dan is a well-regarded and well-known presenter and educator for PFE Advisors, LLC, a firm that provides financial education and other benefits to employees of PFE’s corporate clients. He has traveled nationally for PFE, presenting educational financial workshops to employees of firms like Northern Trust, Forrester Research, Dunkin Brands, MathWorks, Akamai, The Broad Institute, and the Archdiocese of Boston.

Dan’s expertise in all fields of financial planning, but especially with regard to retirement strategies, has meant that he is a sought-after contributor to articles in various publications, including the Boston Herald, the Boston Globe, Kiplinger’s, CNBC, and CBS MarketWatch, among others.

Prior to changing fields into financial planning, Dan was a public school teacher, teaching third grade in Scituate, Massachusetts for eleven years. He remains passionate about education and about helping teachers and administrators understand their retirement benefits.

He has a bachelor’s degree from Boston University and a master’s degree from Bridgewater State University, both in education. Dan has been a CFP® certificant since 1997 and is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He holds FINRA Series 7, 63, 66, and 24 licenses.

Dan is a long time member of the Financial Planning Association, and has served at both the local and national levels in various capacities, including committee member, chapter board member, and chapter president. The local chapter named him Financial Planner of the Year in 2017. He currently serves on the national Board of Directors of the FPA.

Dan lives in Marshfield, Massachusetts with his wife Louise. They have two grown children, Michael and Lauren, and three grandchildren.

*Candidates for the FPA Financial Planner of the Year must be a current FPA member and a CFP^® practitioner in good standing who is experienced in financial planning topics and currently preparing comprehensive plans.  In addition, candidates must also demonstrate one of the following: history of involvement in the FPA of MA, community service, career development for new financial planners or advocacy on behalf of the profession.

Colleen is Daniel J. Galli & Associates’ Director of Client Relations, and has worked for the firm since 2009. She manages all of the details of the daily running of our office, and consistently provides a high level of attention and service to clients or others who reach out to the firm. Colleen’s role touches all corners of our staff’s and our clients’ daily lives, including scheduling, marketing, financial planning, investment management, connections with outside professionals, and more.

She is fully securities licensed and holds her FINRA Series 7, 63 and 65 registrations.

Colleen was born and raised in Kingston, Massachusetts where she lives today with her husband Ken and their three young adult children Jacob, Jillian and Brody. She spends her weekends on the ocean beach across the street from her home, making her colleagues jealous.  

John joined Daniel J. Galli & Associates as a financial planning assistant in 2024. He supports the firm’s planners with the development of new financial plans and assists with ongoing financial planning for existing clients. John is passionate about helping clients better understand their financial lives and helping them work toward their goals through the implementation of holistic financial planning. 

Prior to joining DJG&A, John worked as a senior accountant in Ernst & Young’s private client services group. During that time, John focused on tax compliance and planning for high net worth individuals and family offices. John obtained his Certified Public Accountant license before making a career pivot into financial planning.

John received a bachelor’s degree in accounting & finance and master’s degree in accounting, both from Abilene Christian University. He is an active member of the Financial Planning Association, and has ambitions to become a CERTIFIED FINANCIAL PLANNER^®. 

A native Texan, John now calls New England home and resides in Cambridge, Massachusetts. As a former collegiate runner he stills trains and competes in high level races, most notably the 2022 Boston Marathon. John is an active member of Aletheia Church in Boston and volunteers as a member of their guest services team. In his free time, he enjoys reading, hiking, spending time with friends, and exploring the world.

Lauren has served as Chief Operating Officer at Daniel J. Galli & Associates since 2018. It’s in this capacity that she provides management insight, leadership initiative, and strategic planning efforts, all of which has resulted in the growth of the firm in recent years.

She was previously the Managing Director of Finance, Operations, and Human Resources for The Phoenix Charter Academy Network, located in Boston.

Lauren received her bachelor’s degree from Northeastern University in Boston in 2005. In 2017 she graduated magna cum laude from Northeastern’s School of Business, earning an MBA with specializations in finance as well as in entrepreneurship and innovation.

Lauren, her husband Noble, and their two children live in Hanover, Massachusetts.