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226 } 227 228 [data-block-internal-id="blanktextandimage"] .block__content { 229 position: relative; 230 } 231 232 .not-front [data-block-internal-id="blanktextandimage"] { 233 padding: 3rem 0; 234 } 235 236 /* team block home */ 237 [data-block-internal-id="customteamblock"] .team-member.cell.card h3.node__title { 238 flex-grow: 0; 239 } 240 241 /* inside title banner */ 242 [data-block-internal-id="core_slider_regular"] .page-top__static-caption h1 { 243 font-size: 2.5rem; 244 text-transform: none!important; 245 font-weight: 400; 246 } 247 248 [data-block-internal-id="core_slider_regular"] .page-top__static-caption { 249 top: 60%; 250 } 251 252 @media screen and (max-width: 640px) { 253 [data-block-internal-id="core_slider_regular"] .page-top__static-caption h1 { 254 text-overflow: unset; 255 overflow: visible; 256 white-space: normal; 257 font-size: 1.35rem; 258 text-transform: none!important; 259 } 260 } 261 262 [data-block-internal-id="videobanner"] .video-slider__caption h2 { 263 text-shadow: 2px 2px 2px black; 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318 } 319} 320 321@media (max-width: 640px) { 322 [data-block-internal-id="videobanner"] .video-slider__caption #banner-logo { 323 width: 150px; 324 } 325 [data-block-internal-id="videobanner"] .scroll-down { 326 display: none; 327 } 328 [data-block-internal-id="videobanner"] .video-slider__caption { 329 width: 90%; 330 } 331 /* move hamburger menu to the right */ 332 .header_within .grid-x { 333 justify-content: flex-end; 334 } 335} 336 337.menu-icon::after { 338 background: white; 339 box-shadow: 0 7px 0 white,0 14px 0 white; 340} 341 342.not-front [data-block-internal-id="blanktextandimage"] { 343 animation: fadeInSlow 2s ease; 344} 345 346 347[data-block-internal-id="cta_5"] .block__content { 348 padding-bottom: 0; 349} 350 351/* how we help block */ 352[data-block-internal-id="cta_5"] .grid-x img { 353 height: 205px; 354 width: 100%; 355 object-fit: cover; 356} 357 358.embedded-entity img { 359 margin-bottom: 15px; 360} 361 362[data-block-internal-id="cta_5"] .grid-x .cell:nth-of-type(2) img{ 363 object-position: left; 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557<script> 558 document.addEventListener("DOMContentLoaded", function() { 559 var link = document.createElement("a"); 560 link.href = "https://theamericancollege.qualtrics.com/jfe/form/SV_5u6YaBWQWFjxkY6"; 561 link.id = "fixedImageLink"; 562 link.target = "_blank"; 563 564 var img = document.createElement("img"); 565 img.alt = "Test your financial literacy â Take this quiz"; 566 img.src = "https://djgalli2.us1.advisor.ws/files/quiz-button.png"; 567 568 link.appendChild(img); 569 document.body.appendChild(link); 570 }); 571 </script>
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819<section data-block-internal-id="mainpagecontent" data-block-original-title="Main page content" data-block-weight="-11" data-plugin-id="system_main_block" id="block-mainpagecontent" class="block block--main-page-content block--system-main-block"> 820 821 822 <div class="block__content"> 823 824 825 826 827 828<article data-history-node-id="1069" about="/team-members" typeof="schema:WebPage" class="page media-object" > 829 830 <div class="media-object-section main-section"> 831 <span property="schema:name" content="Team Members" class="hidden"></span> 832 833 <div class="media-object__body"> 834 835 </div> 836 </div> 837 </article> 838 839 </div> 840 </section> 841 842<section data-block-internal-id="contentlist_2" data-block-original-title="Team Members List" data-block-weight="-10" data-plugin-id="team" class="block block--team-members-list block--team block-view-display--nodepageteaser" id="block-contentlist-2"> 843 844 845 <div class="block__content"> 846 <div data-region="content" class="views-element-container"><div class="js-view-dom-id-0c88d77571beab6760ef65546bb1a0feb9a4ccf166c81efea03c375a6846b59d"> 847 848 849 850 851 852 853 854 855 856 857 858 859 860 861 862 <div class="grid-container even"> 863 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 864 865 866 867 868 869<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1047" about="/team-member-01/daniel-j-galli" > 870 <div class="grid-x full-wrapper"> 871 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 872 <a href="/team-member-01/daniel-j-galli" class="team-image-link"> 873 874 875 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 876 <div class="media media-image view-mode-focal-portrait"> 877 878 879 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 880 <picture> 881 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/rsz_rsz_1dan_2_0.jpg.webp?h=39c28413&itok=0ivzTfCP 1x" type="image/webp"/> 882 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/rsz_rsz_1dan_2_0.jpg?h=39c28413&itok=0ivzTfCP 1x" type="image/jpeg"/> 883 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/rsz_rsz_1dan_2_0.jpg?h=39c28413&itok=0ivzTfCP 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/rsz_rsz_1dan_2_0.jpg?h=39c28413&itok=0ivzTfCP" alt="" typeof="foaf:Image" /> 884 885 </picture> 886 887 888 </div> 889 890 891 </div> 892 893 </div> 894 895 896 </a> 897 </div> 898 899 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 900 <h3 class="node__title"> 901 <a href="/team-member-01/daniel-j-galli"> <span class="field field--name-title field--type-string field--label-above"><span > 902 Daniel J. Galli 903 </span><span class="field--name-designation"> 904 CFP® 905 </span></span> 906 907 </a></h3> 908 909 910 911 <div class="field field--name-field-role-title field--type-string-long field--label-hidden team__field team__field--name-field-role-title team__field--type-string-long team__field--label-hidden field__item"> 912 Principal 913 </div> 914 915 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 916 <div class="field-items"> 917 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 918 </div> 919</div> 920 921 922 <a href="tel:781.878.2322 ">781.878.2322 </a> 923 924 925 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 926 <p><a class="button" href="https://calendly.com/djgalli" target="_blank">Schedule Time With Dan </a><a class="button" href="https://www.toptal.com/designers/htmlarrows/punctuation/single-right-pointing-angle-quotation-mark/">âº</a> </p><div data-entity-type="media" data-entity-uuid="5e0a3dbf-66b3-4f10-ae8c-6507e0c5ff0f" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"large","image_link":""}" class="align-right embedded-entity" data-langcode="en"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/large/public/images/dan_personal_picture.jpg?itok=47gZKSIn" width="360" height="480" typeof="foaf:Image"> 927 928 929</div> 930<p style="margin-left:0in;text-indent:0in;">Dan founded Daniel J. Galli & Associates over 30 years ago. His practice includes a wide range of financial planning and investment management initiatives, with a focus on retirement planning for professionals, small business owners, teachers, and individuals.<sp
930an> </span>His passion is helping people answer the three big financial questions: Where am I? Where am I going? How will I get there?</p><p style="margin-left:0in;text-indent:0in;">Dan is a well-regarded and well-known presenter and educator, having served in various capacities, such as in the CERTIFIED FINANCIAL PLANNER<sup>®</sup> programs at both Northeastern University and Boston University. He has also travelled nationally to present educational workshops and employee benefits to employees of various large corporations. Dan is often quoted as a leading voice in the field of retirement planning, in publications such as the Boston Herald, the Boston Globe, Kiplingerâs, CNBC, and CBS MarketWatch.</p><p style="margin-left:0in;text-indent:0in;">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.</p><p style="margin-left:0in;text-indent:0in;">He has a bachelorâs degree from Boston University and a masterâs degree from Bridgewater State College, 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.</p><p style="margin-left:0in;text-indent:0in;">Dan is a long time, active member of the Financial Planning Association at both the local and national levels. In 2026 Dan is serving as the president of the national FPA. </p><p style="margin-left:0in;text-indent:0in;">Dan lives in Marshfield, Massachusetts and spends his free time trying to keep up with his granddaughterâs social life and his grandsonâs middle school basketball team. </p><p style="margin-left:0in;text-indent:0in;"> </p> 931 </div> 932 933 934 </div> 935 </div> 936 937</article> 938 939 940 </div> 941 </div> 942 <div class="grid-container odd block-theme--reverse"> 943 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 944 945 946 947 948 949<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1048" about="/team-member-01/karen-e-van-voorhis" > 950 <div class="grid-x full-wrapper"> 951 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 952 <a href="/team-member-01/karen-e-van-voorhis" class="team-image-link"> 953 954 955 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 956 <div class="media media-image view-mode-focal-portrait"> 957 958 959 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 960 <picture> 961 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/karen_1_0.jpg.webp?h=d577d076&itok=oBozDxkO 1x" type="image/webp"/> 962 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/karen_1_0.jpg?h=d577d076&itok=oBozDxkO 1x" type="image/jpeg"/> 963 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/karen_1_0.jpg?h=d577d076&itok=oBozDxkO 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/karen_1_0.jpg?h=d577d076&itok=oBozDxkO" alt="" typeof="foaf:Image" /> 964 965 </picture> 966 967 968 </div> 969 970 971 </div> 972 973 </div> 974 975 976 </a> 977 </div> 978 979 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 980 <h3 class="node__title"> 981 <a href="/team-member-01/karen-e-van-voorhis"> <span class="field field--name-title field--type-string field--label-above"><span > 982 Karen E. Van Voorhis 983 </span><span class="field--name-designation"> 984 CFP® 985 </span></span> 986 987 </a></h3> 988 989 990 991 <div class="field field--name-field-role-title field--type-string-long field--label-hidden team__field team__field--name-field-role-title team__field--type-string-long team__field--label-hidden field__item"> 992 Director of Financial Planning 993 </div> 994 995 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 996 <div class="field-items"> 997 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 998 </div> 999</div> 1000 1001 1002 <a href="tel:781.878.2322 ">781.878.2322 </a> 1003 1004 1005 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1006 <p><a class="button" href="https://calendly.com/karenvv-101" target="_blank">Schedule Time With Karen </a><a class="button" href="https://www.toptal.com/designers/htmlarrows/punctuation/single-right-pointing-angle-quotation-mark/">âº</a></p><div data-entity-type="media" data-entity-uuid="0d3da02e-0e73-4d61-b0e8-494c6abd5628" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"image_style":"","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-right embedded-entity" data-langcode="en"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/images/vv_family_photo_oct_2025_cropped_1_0.jpg" width="350" height="260" typeof="foaf:Image"> 1007 1008</div> 1009<p style="margin-left:0in;text-indent:0in;">Karen joined Daniel J. Galli & Associates in 2019 as the firmâs director of financial planning. She advises clients and their families on a wide range of topics including tax, retirement, estate, and college planning; investment analysis and drawdown strategies; insurance coverage; and charitable giving. She often presents and teaches on such topics, to professionals, other financial planners, and consumers.</p><p style="margin-left:0in;text-indent:0in;">
1009She has worked in the field of financial planning and wealth management for 30 years, serving clients at several independent, boutique Boston-area wealth management firms.</p><p style="margin-left:0in;text-indent:0in;">Karen received her bachelorâs degree from Smith College and has been a CERTIFIED FINANCIAL PLANNER<sup>®</sup> certificant since 2002. She has been an active member of the Financial Planning Association for many years, and currently serves on the board of the New England Chapter as its membership director.</p><p style="margin-left:0in;text-indent:0in;">Karen grew up in Ohio but settled in the Boston area after college. She lives in Natick, Massachusetts with her husband Scott and their three college-aged children.</p> 1010 </div> 1011 1012 1013 </div> 1014 </div> 1015 1016</article> 1017 1018 1019 </div> 1020 </div> 1021 <div class="grid-container even"> 1022 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 1023 1024 1025 1026 1027 1028<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1234" about="/team-member-01/amy-mohan" > 1029 <div class="grid-x full-wrapper"> 1030 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 1031 <a href="/team-member-01/amy-mohan" class="team-image-link"> 1032 1033 1034 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 1035 <div class="media media-image view-mode-focal-portrait"> 1036 1037 1038 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 1039 <picture> 1040 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/amy_1_1.jpg.webp?h=298e8905&itok=v74GfC0C 1x" type="image/webp"/> 1041 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/amy_1_1.jpg?h=298e8905&itok=v74GfC0C 1x" type="image/jpeg"/> 1042 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/amy_1_1.jpg?h=298e8905&itok=v74GfC0C 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/amy_1_1.jpg?h=298e8905&itok=v74GfC0C" alt="" typeof="foaf:Image" /> 1043 1044 </picture> 1045 1046 1047 </div> 1048 1049 1050 </div> 1051 1052 </div> 1053 1054 1055 </a> 1056 </div> 1057 1058 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 1059 <h3 class="node__title"> 1060 <a href="/team-member-01/amy-mohan"> <span class="field field--name-title field--type-string field--label-above"><span > 1061 Amy Mohan 1062 </span><span class="field--name-designation"> 1063 CFP® 1064 </span></span> 1065 1066 </a></h3> 1067 1068 1069 1070 <div class="field field--name-field-role-title field--type-string-long field--label-hidden team__field team__field--name-field-role-title team__field--type-string-long team__field--label-hidden field__item"> 1071 Financial Planner 1072 </div> 1073 1074 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 1075 <div class="field-items"> 1076 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 1077 </div> 1078</div> 1079 1080 1081 <a href="tel:781.878.2322">781.878.2322</a> 1082 1083 1084 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1085 <p><a class="button" href="https://calendly.com/amy-djgalli " target="_blank">Schedule Time With Amy </a><a class="button" href="https://www.toptal.com/designers/htmlarrows/punctuation/single-right-pointing-angle-quotation-mark/">âº</a> </p><div data-langcode="en" data-entity-type="media" data-entity-uuid="659a8c0c-b6e7-4f73-9220-1e4112ad9045" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"max_325x325","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-right embedded-entity"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/family_photo.jpg?itok=HES75VG2" width="260" height="325" typeof="foaf:Image"> 1086 1087 1088</div> 1089<p style="margin-left:0in;text-indent:0in;">Amy joined Daniel J. Galli & Associates as a financial planner in 2024, after having worked in the financial industry for more than 20 years. </p><p style="margin-left:0in;text-indent:0in;">She began her career serving institutional investors in various roles before moving into private wealth management. Her most recent role was Associate Advisor at Ameriprise Financial; prior to that she was a Registered Client Service Associate at UBS.</p><p style="margin-left:0in;text-indent:0in;">Amy received her bachelorâs degree from Eastern Nazarene College and is a CERTIFIED FINANCIAL PLANNER®.</p><p>Amy lives in South Weymouth, Massachusetts with her husband Chris and their dog Auggie. During the summer they spend most weekends on Balch Lake in New Hampshire, or you can find them hiking in the White Mountains. They also enjoy traveling, live music, and spending time with their friends and families.</p> 1090 </div> 1091 1092 1093 </div> 1094 </div> 1095 1096</article> 1097 1098 1099 </div> 1100 </div> 1101 <div class="grid-container odd block-theme--reverse"> 1102 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 1103 1104 1105 1106 1107 1108<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1235" about="/team-member-01/john-baker" > 1109 <div class="grid-x full-wrapper"> 1110 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 1111 <a href="/team-member-01/john-baker" class="team-image-link"> 1112 1113 1114 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 1115 <div class="media media-image view-mode-focal-portrait"> 1116 1117 1118 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 1119 <picture> 1120 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/john_1.jpg.webp?h=93a31004&itok=cHXNyL4z 1x" type="image/webp"/> 1121 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/john_1.jpg?h=93a31004&itok=cHXNyL4z 1x" type="image/jpeg"/> 1122 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/john_1.jpg?h=93a31004&itok=cHXNyL4z 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/john_1.jpg?h=93a31004&itok=cHXNyL4z" alt="" typeof="foaf:Image" /> 1123 1124 </picture> 1125 1126 1127 </div> 1128 1129 1130 </div> 1131 1132 </div> 1133 1134 1135 </a> 1136 </div> 1137 1138 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 1139 <h3 class="node__title"> 1140 <a href="/team-member-01/john-baker"> <span class="field field--name-title field--type-string field--label-above"><span > 1141 John Baker 1142 </span><span class="field--name-designation"> 1143 Financial Planning Assistant 1144 </span></span> 1145 1146 </a></h3> 1147 1148 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 1149 <div class="field-items"> 1150 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 1151 </div> 1152</div> 1153 1154 1155 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1156 <div data-langcode="en" data-entity-type="media" data-entity-uuid="cd4bf184-a395-43d8-81f2-dfb1531f7dcd" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"large","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-right embedded-entity"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/large/public/images/john_baker_marathon_pic.jpg?itok=7dAd9Efn" width="480" height="320" typeof="foaf:Image"> 1157 1158 1159</div> 1160<p>John joined Daniel J. Galli & Associates as a financial planning assistant in 2024. He supports the firmâs 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. </p><p>Prior to joining DJG&A, John worked as a senior accountant in Ernst & Youngâs 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.</p><p>John received a bachelorâs degree in accounting & finance and masterâs 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<sup>®</sup>. </p><p>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.</p> 1161 </div> 1162 1163 1164 </div> 1165 </div> 1166 1167</article> 1168 1169 1170 </div> 1171 </div> 1172 <div class="grid-container even"> 1173 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 1174 1175 1176 1177 1178 1179<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1049" about="/team-member-01/colleen-richards" > 1180 <div class="grid-x full-wrapper"> 1181 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 1182 <a href="/team-member-01/colleen-richards" class="team-image-link"> 1183 1184 1185 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 1186 <div class="media media-image view-mode-focal-portrait"> 1187 1188 1189 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 1190 <picture> 1191 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/colleen_1_0_0.jpg.webp?h=e89a4abe&itok=vT2sZj99 1x" type="image/webp"/> 1192 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/colleen_1_0_0.jpg?h=e89a4abe&itok=vT2sZj99 1x" type="image/jpeg"/> 1193 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/colleen_1_0_0.jpg?h=e89a4abe&itok=vT2sZj99 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/colleen_1_0_0.jpg?h=e89a4abe&itok=vT2sZj99" alt="" typeof="foaf:Image" /> 1194 1195 </picture> 1196 1197 1198 </div> 1199 1200 1201 </div> 1202 1203 </div> 1204 1205 1206 </a> 1207 </div> 1208 1209 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 1210 <h3 class="node__title"> 1211 <a href="/team-member-01/colleen-richards"> <span class="field field--name-title field--type-string field--label-hidden"><span > 1212 Colleen Richards 1213 </span></span> 1214 1215 </a></h3> 1216 1217 1218 1219 <div class="field field--name-field-role-title field--type-string-long field--label-hidden team__field team__field--name-field-role-title team__field--type-string-long team__field--label-hidden field__item"> 1220 Director of Client Relations 1221 </div> 1222 1223 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 1224 <div class="field-items"> 1225 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 1226 </div> 1227</div> 1228 1229 1230 <a href="tel:781.878.2322 ">781.878.2322 </a> 1231 1232 1233 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1234 <div data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"max_325x325","image_link":"","image_loading":{"attribute":"lazy"}}" data-entity-type="media" data-entity-uuid="9f5e02f4-a547-48e9-94a4-9129d28f281d" class="align-right embedded-entity" data-langcode="en"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/richards_family_photo.jpg?itok=d-luxlZa" width="325" height="244" typeof="foaf:Image"> 1235 1236 1237</div> 1238 1239 1240<p>Colleen is Daniel J. Galli & Associatesâ 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. Colleenâs role touches all corners of our staffâs and our clientsâ daily lives, including scheduling, marketing, financial planning, investment management, connections with outside professionals, and more.</p> 1241 1242<p>She is fully securities licensed and holds her FINRA Series 7, 63 and 65 registrations.</p> 1243 1244<p>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. <sp
1244an style="font-size:12pt"><span style="background:white"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="font-family:"Calibri",sans-serif"><span style="color:#2a2a2a"> </span></span></span></span></span></span></p> 1245 1246 </div> 1247 1248 1249 </div> 1250 </div> 1251 1252</article> 1253 1254 1255 </div> 1256 </div> 1257 <div class="grid-container odd block-theme--reverse"> 1258 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 1259 1260 1261 1262 1263 1264<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1050" about="/team-member-01/lauren-kelebesa" > 1265 <div class="grid-x full-wrapper"> 1266 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 1267 <a href="/team-member-01/lauren-kelebesa" class="team-image-link"> 1268 1269 1270 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 1271 <div class="media media-image view-mode-focal-portrait"> 1272 1273 1274 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 1275 <picture> 1276 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/lauren_1.jpg.webp?h=ac4499e9&itok=cIlWTqGF 1x" type="image/webp"/> 1277 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/lauren_1.jpg?h=ac4499e9&itok=cIlWTqGF 1x" type="image/jpeg"/> 1278 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/lauren_1.jpg?h=ac4499e9&itok=cIlWTqGF 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/lauren_1.jpg?h=ac4499e9&itok=cIlWTqGF" alt="" typeof="foaf:Image" /> 1279 1280 </picture> 1281 1282 1283 </div> 1284 1285 1286 </div> 1287 1288 </div> 1289 1290 1291 </a> 1292 </div> 1293 1294 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 1295 <h3 class="node__title"> 1296 <a href="/team-member-01/lauren-kelebesa"> <span class="field field--name-title field--type-string field--label-hidden"><span > 1297 Lauren Kelebesa 1298 </span></span> 1299 1300 </a></h3> 1301 1302 1303 1304 <div class="field field--name-field-role-title field--type-string-long field--label-hidden team__field team__field--name-field-role-title team__field--type-string-long team__field--label-hidden field__item"> 1305 Chief Operating Officer 1306 </div> 1307 1308 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 1309 <div class="field-items"> 1310 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 1311 </div> 1312</div> 1313 1314 1315 <a href="tel:781.878.2322 ">781.878.2322 </a> 1316 1317 1318 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1319 <div data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"max_325x325","image_link":""}" data-entity-type="media" data-entity-uuid="282d521d-565a-4a51-9fd2-5b8a8b9b2d19" class="align-right embedded-entity" data-langcode="en"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/lauren-personal-photo.jpg?itok=jMp2pyOw" width="217" height="325" typeof="foaf:Image"> 1320 1321 1322</div> 1323 1324 1325<p>Lauren has served as Chief Operating Officer at Daniel J. Galli & Associates since 2018. Itâs 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.</p> 1326 1327<p>She was previously the Managing Director of Finance, Operations, and Human Resources for The Phoenix Charter Academy Network, located in Boston.</p> 1328 1329<p>
1329Lauren received her bachelorâs degree from Northeastern University in Boston in 2005. In 2017 she graduated magna cum laude from Northeasternâs School of Business, earning an MBA with specializations in finance as well as in entrepreneurship and innovation.</p> 1330 1331<p>Lauren, her husband Noble, and their two children live in Hanover, Massachusetts.</p> 1332 1333<p> </p> 1334 1335 </div> 1336 1337 1338 </div> 1339 </div> 1340 1341</article> 1342 1343 1344 </div> 1345 </div> 1346 <div class="grid-container even"> 1347 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 1348 1349 1350 1351 1352 1353<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1224" about="/team-member-01/linda-austin" > 1354 <div class="grid-x full-wrapper"> 1355 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 1356 <a href="/team-member-01/linda-austin" class="team-image-link"> 1357 1358 1359 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 1360 <div class="media media-image view-mode-focal-portrait"> 1361 1362 1363 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 1364 <picture> 1365 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/linda_1_0.jpg.webp?h=aa3d034d&itok=dij93N8x 1x" type="image/webp"/> 1366 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/linda_1_0.jpg?h=aa3d034d&itok=dij93N8x 1x" type="image/jpeg"/> 1367 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/linda_1_0.jpg?h=aa3d034d&itok=dij93N8x 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/linda_1_0.jpg?h=aa3d034d&itok=dij93N8x" alt="" typeof="foaf:Image" /> 1368 1369 </picture> 1370 1371 1372 </div> 1373 1374 1375 </div> 1376 1377 </div> 1378 1379 1380 </a> 1381 </div> 1382 1383 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 1384 <h3 class="node__title"> 1385 <a href="/team-member-01/linda-austin"> <span class="field field--name-title field--type-string field--label-hidden"><span > 1386 Linda Austin 1387 </span></span> 1388 1389 </a></h3> 1390 1391 1392 1393 <div class="field field--name-field-role-title field--type-string-long field--label-hidden team__field team__field--name-field-role-title team__field--type-string-long team__field--label-hidden field__item"> 1394 Communications and Marketing Consultant 1395 </div> 1396 1397 <div class="field field-node--field-email field-name-field-email field-type-email field-label-hidden"> 1398 <div class="field-items"> 1399 <div class="field-item"><a href="mailto:[email protected]">[email protected]</a></div> 1400 </div> 1401</div> 1402 1403 1404 <a href="tel:781-878-2322 ">781-878-2322 </a> 1405 1406 1407 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1408 <div data-langcode="en" data-entity-type="media" data-entity-uuid="a1d08ff7-b13c-4bd4-9061-f207cfcfa547" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"max_325x325","image_link":""}" class="align-right embedded-entity"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/linda_austin_family_photo.jpg?itok=BzTodqLi" width="325" height="243" typeof="foaf:Image"> 1409 1410 1411</div> 1412<p style="margin-left:0in;text-indent:0in;">Linda has been a friend of Daniel J. Galli & Associates for many years, and in 2019 started working part-time for the firm on external marketing and communications. She is the consistency, thoughtfulness, and visual design behind our monthly newsletter, educational webinars, and other events.</p><p style="margin-left:0in;text-indent:0in;">Prior to working with DJG&A, Linda worked in the financial and benefits communications field for over forty years. She was the managing consultant of the communications and education practice at The PFE Group (now a Goldman Sachs company), where she developed financial education for employees of both regional and national companies. Prior to The PFE Group, Linda ran her own consulting firm and worked at Mercer, Deloitte & Touche, Employees Communication Services, and The Travelers.</p><p style="margin-left:0in;text-indent:0in;">Linda has a bachelorâs degree from Syracuse University. </p><p style="margin-left:0in;text-indent:0in;">She and her husband David split their time between Burlington, Massachusetts and Overland Park, Kansas, where they have apartments eight minutes away from their children and grandchildren.</p> 1413 </div> 1414 1415 1416 </div> 1417 </div> 1418 1419</article> 1420 1421 1422 </div> 1423 </div> 1424 <div class="grid-container odd block-theme--reverse"> 1425 <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1"> 1426 1427 1428 1429 1430 1431<article class="cell team-member team-member--imgside-full stack-for-small" data-history-node-id="1246" about="/team-member-01/lucky" > 1432 <div class="grid-x full-wrapper"> 1433 <div class="media-object-section cell small-12 small-centered medium-4 large-3"> 1434 <a href="/team-member-01/lucky" class="team-image-link"> 1435 1436 1437 <div class="thumbnail field field--name-field-photo field--type-entity-reference-revisions field--label-hidden team__field team__field--name-field-photo team__field--type-entity-reference-revisions team__field--label-hidden field__item"> 1438 <div class="media media-image view-mode-focal-portrait"> 1439 1440 1441 <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> 1442 <picture> 1443 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/zocks_-_duck_on_computer_-_blue_background_1.jpg.webp?h=b5abf9d5&itok=M093mYFn 1x" type="image/webp"/> 1444 <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/zocks_-_duck_on_computer_-_blue_background_1.jpg?h=b5abf9d5&itok=M093mYFn 1x" type="image/jpeg"/> 1445 <img loading="eager" srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/zocks_-_duck_on_computer_-_blue_background_1.jpg?h=b5abf9d5&itok=M093mYFn 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/zocks_-_duck_on_computer_-_blue_background_1.jpg?h=b5abf9d5&itok=M093mYFn" typeof="foaf:Image" /> 1446 1447 </picture> 1448 1449 1450 </div> 1451 1452 1453 </div> 1454 1455 </div> 1456 1457 1458 </a> 1459 </div> 1460 1461 <div class="media-object-section main-section cell small-12 small-centered medium-8 large-9"> 1462 <h3 class="node__title"> 1463 <a href="/team-member-01/lucky"> <span class="field field--name-title field--type-string field--label-hidden"><span > 1464 Lucky 1465 </span></span> 1466 1467 </a></h3> 1468 1469 1470 1471 <div class="field field--name-field-biography field--type-text-long field--label-hidden team__field team__field--name-field-biography team__field--type-text-long team__field--label-hidden field__item"> 1472 <div data-entity-type="media" data-entity-uuid="6e79ef33-cad5-4ba3-90c3-85a9f154758a" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"image_style":"max_325x325","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-right embedded-entity" data-langcode="en"> <img loading="lazy" src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/luckys_family.jpg?itok=YoMRnFzb" width="248" height="325" typeof="foaf:Image"> 1473 1474 1475</div> 1476<p>Since joining the firm in 2025 as our official Notetaker, Lucky has become one of the most recognizable members of the team. </p><p>Whether appearing in Zoom meetings to capture important discussions or greeting visitors who come to the office, Lucky serves as the friendly face of our AI-powered note-taking technology. Clients know him best for ensuring that no important detail gets left behind.</p><p>Before joining DJG&A, Lucky spent his early years floating through ponds, bathtubs, and the occasional rain puddle, developing a keen eye for observation and an exceptional memory for conversations. These experiences taught him the value of staying calm on the surface while working hard beneath the waterlineâan approach he continues to bring to every meeting he attends.</p><p>Lucky holds several prestigious professional designations, including Certified Meeting Listener (CML), Accredited Waterfowl Information Recorder (AWIR), and Fellow of the Association of Advanced Duckumentation Specialists (FAADS). </p><p>Lucky resides in the pond next to the DGJ&
1476A offices in Norwell, Massachusetts, with his extended flock of rubber duck relatives. Outside of work, he enjoys swimming, collecting interesting meeting action items, and supervising office desks from strategic locations. His favorite color is yellow.</p> 1477 </div> 1478 1479 1480 </div> 1481 </div> 1482 1483</article> 1484 1485 1486 </div> 1487 </div> 1488 1489 1490 1491 1492 1493 1494 1495 1496</div> 1497</div> 1498 1499 </div> 1500 </section> 1501 1502 </div> 1503 1504 1505 </div> 1506 </div> 1507 </div> 1508 1509 1510 1511 </div> 1512 </main> 1513 1514 <footer role="contentinfo" class="footer"> 1515 <div> 1516 1517<section data-block-internal-id="footer_dawn" data-block-original-title="Dawn Footer Block" data-block-weight="-9" data-plugin-id="block_content:b86c356f-58ce-43b0-811d-e90d18231476" class="block block--dawn-footer-block block--block-content block-type--grid-block block-style--default" id="block-footer-dawn"> 1518 1519 1520 <div class="block__content"> 1521 1522 1523 1524<div class="grid-container"> 1525 <div class="medium-unstack mobile-center grid-x grid-padding-x large-up-2"> 1526 1527<section class="cell block--custom block block--dawn-footer-info block--block-content block-type--basic block-style--default" data-region="footer" id="block-dawnfooterinfo1"> 1528 1529 1530 <div class="block--custom__row block__content"> 1531 1532 1533 <div class="field field--name-body field--type-text-with-summary field--label-hidden basic__field basic__field--name-body basic__field--type-text-with-summary basic__field--label-hidden field__item"> 1534 <div class="grid-x locations"><div class="cell small-12 medium-6"><h3>Contact</h3><p>Phone: <a href="tel:781-878-2322">781-878-2322</a><br>Fax: <a href="fax:7818786618">781-878-6618</a><br>[email protected]</p><div class="social-media-container"><a href="https://www.facebook.com/"><em><i class="social-media-icon fi-social-facebook"> </i></em></a> <a href="https://www.linkedin/"><em><i class="social-media-icon fi-social-linkedin"> </i></em></a> <a href="https://www.twitter.com/"><em><i class="social-media-icon fi-social-twitter"> </i></em></a></div></div><div class="cell small-12 medium-6"><h3>Address</h3><p>101 Longwater Circle Suite 203</p><p>Norwell, MA 02061</p><p>USA</p></div></div> 1535 </div> 1536 1537 1538 </div> 1539 </section> 1540 1541 1542<section class="cell block block--google-maps-block block--google-map-block" data-region="footer" id="block-mapblock"> 1543 1544 1545 <div class="block__content"> 1546 <div class="map-wrapper"> 1547 <div class="map"> 1548 <iframe 1549 width="100%" 1550 height="100%" 1551 frameborder="0" style="border:0" 1552 src="https://www.google.com/maps/embed/v1/place?key=AIzaSyCcAmkRbdWuOOfihmEpA1R5YjD70tPZr5w&q=US, MA, Norwell, 02061, 101 Longwater Circle , Suite 203" allowfullscreen> 1553 </iframe> 1554</div> 1555 1556 </div> 1557 1558 </div> 1559 </section> 1560 1561 </div> 1562 </div> 1563 1564 </div> 1565 </section> 1566 1567<section data-block-internal-id="disclaimerblock" data-block-original-title="Disclaimer block" data-block-weight="-8" data-plugin-id="disclaimer_block" id="block-disclaimerblock" class="block block--disclaimer-block"> 1568 1569 1570 <div class="block__content"> 1571 <div class="grid-container"> 1572 <div data-region="footer"> 1573 1574 <div class="field field--name-field-disclaimer field--type-text-long field--label-hidden company_profile__field company_profile__field--name-field-disclaimer company_profile__field--type-text-long company_profile__field--label-hidden field__item"> 1575 <p>Daniel J. Galli offers products and services using the following business names: Daniel J. Galli & Associates - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member <a class="hyperlink" href="https://www.finra.org/#/" title="FINRA">FINRA</a>/<a class="hyperlink" href="https://www.sipc.org/" title="SIPC">SIPC</a> - securities and investments. Additionally, Daniel J. Galli, Karen Van Voorhis and Amy Mohan offer investment advisory services through Ameritas Advisory Services, LLC (AAS). AIC and AAS are not affiliated with Daniel J. Galli & Associates or any other entity mentioned herein.</p><p>Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.</p><p>Licensed for insurance sales in MA, NH, NY, RI, ME, AZ, CA, FL, NE, NJ, TX, VA and WA.</p><p> </p><p> </p> 1576 </div> 1577 1578 </div> 1579 1580 </div> 1581 </div> 1582 </section> 1583 1584 </div> 1585 1586 1587</footer> 1588 1589</div> 1590<div class="bottom-bar"> 1591 <div class="grid-container"> <div class="grid-x grid-padding-x align-justify align-middle medium-up-2"> 1592 <div class="cell copyright small-text-center"> 1593 © 2026 Daniel J. Galli & Associates. 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Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.