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18    <title>Team Members | Daniel J. Galli &amp; Associates</title>
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79.iframeWrapper iframe {
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87/* video */
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91    height: 360px !important;
92    padding-bottom: 0 !important;
93    margin: 0 auto;
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97.text-blue {
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99}
100
101#block-mainpagecontent {
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103}
104
105.aw-content--contrain .block__title, .aw-content--full .block__title {
106  padding: 2rem 0;
107}
108
109.button.tiny {
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120.embedded-entity,
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125.embedded-entity.align-left,
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144.not-front .media-object {
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147
148
149/*======================
150NAVIGATION
151======================*/
152
153/* widen header */
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158
159/*.front .logo-section {
160  display: none;
161  }
162  */
163
164  .not-front .logo-section img {
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167
168/*.front .navbar-menu-block {
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171
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176  [data-block-internal-id="aw_core_visitormainmenu"] .dropdown.menu > li > a {
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180  [data-block-internal-id="aw_core_visitormainmenu"] .dropdown.menu > li > a[href*="/2021-webinar-series"] {
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191  
192
193  [data-block-internal-id="aw_core_visitormainmenu"] .menu-item.is-dropdown-submenu-item > a {
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195    text-transform: none;
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197
198  /* banner and full width ctas */
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200  [data-block-internal-id="videobanner"] .video-slider:before, 
201  [data-block-internal-id="blanktextandimage"]:before {
202    background: rgba(0, 0, 0, 0);
203    top: 0;
204    bottom: 0;
205    left: 0;
206    right: 0;
207    display: block;
208    content: '';
209    position: absolute;
210    width: 100%;
211  }
212
213  [data-block-internal-id="videobanner"] .scroll-down {
214    position: absolute;
215    bottom: 2rem;
216    width: 100%;
217  }
218
219  [data-block-internal-id="videobanner"] .video-slider__caption {
220    top: unset;
221    bottom: 10%;
222  }
223
224  [data-block-internal-id="blanktextandimage"]:before {
225    background: rgba(0, 0, 0, 0.5);
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;
264  }
265
266
267  /*fade in */
268  [data-block-internal-id="videobanner"] .video-slider__caption {
269    animation: fadeIn 1.3s ease;
270  }
271
272  #block-core-slider-regular,
273  [data-block-internal-id="videobanner"] .video-slider__caption h2 {
274   animation: slideDown 1.2s ease; 
275   position: relative;
276 }
277
278 main,
279 .footer {
280  position: relative;
281  animation: slideUp 1.2s ease;
282}
283
284.path-frontpage .footer,
285.path-frontpage .aw-content {
286  animation: fadeInSlow 1.5s ease;
287}
288
289.not-front .layout-container {
290  animation: fadeInSlow 1s ease;
291}
292
293@keyframes fadeIn {
294  from {opacity: 0;}
295  to {opacity: 1;}
296}
297
298@keyframes fadeInSlow {
299  0% {opacity: 0;}
300  50% {opacity: 0.1;}
301  100% {opacity: 1;}
302}
303
304@keyframes slideDown {
305  from {top: -25px;}
306  to {top: 0;}
307}
308
309@keyframes slideUp {
310  from {bottom: -25px;}
311  to {bottom: 0;}
312}
313
314
315@media (max-width: 1024px) {
316  [data-block-internal-id="videobanner"] .video-slider__caption #banner-logo {
317    width: 300px;
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;
364}
365
366/* inside team page */
367.team-member--imgside-full .main-section .field--name-field-biography p {
368  margin-top: 0;
369}
370
371.team-member--imgside-full .field--name-field-biography img {
372  max-width: 100%;
373}
374
375/* how we help pages */
376
377.how-we-help-page p {
378  font-size: 20px;
379}
380
381.how-we-help-page .cell img {
382  /*height: 200px !important;*/
383  width: 100% !important;
384  /*object-fit: cover !important;*/
385}
386
387@media screen and (max-width: 40em){
388  .how-we-help-page .grid-x:nth-of-type(even){
389    flex-direction: column-reverse;
390  }
391}
392
393/* in the news page */
394
395.in-the-news .cell.thumbnail img {
396  width: 100%;
397  height: 300px;
398  object-fit: cover;
399}
400
401.in-the-news .cell.medium-8 img {
402  margin-top: 10px;
403}
404
405/* Webinar page */
406
407.webinar-grid.grid-container {
408  max-width: 64rem;
409}
410
411.webinar-grid .grid-x {
412  background-color: #eceef3;
413  margin-bottom: 4rem;
414  box-shadow: 0 0 20px rgba(0,0,0,0.2);
415}
416
417.webinar-grid .grid-x .cell .embedded-entity img {
418  margin-bottom: 0;
419}
420
421/* footer */
422
423
424/* team page fix */
425.team-member--imgside-full {
426  text-align: left;
427}
428
429/* qa */
430footer section {
431  background: transparent!important;
432}
433
434#block-disclaimerblock {
435  background: #245E92!important;
436}
437
438footer section .block__content a,
439footer section .block__content label,
440#block-disclaimerblock .block__content a {
441  color: white;
442}
443
444@media (max-width: 1023px) {
445  .logo-section img {
446    height: 60px;
447    width: auto;
448  }
449  .navbar-menu-hamburger .hamburger {
450    background: #245e92;
451    width: 40px;
452    padding: 8px 4px;
453    text-align: center;
454  }
455}
456
457#block-cta-4 .block__content {
458  padding-bottom: 0;
459}
460
461/* team temp fix */
462.page--page-title--team-members #block-contentlist .block__content {
463  display: flex;
464  flex-direction: column-reverse;
465}
466
467#block-blanktextandimage {
468  background: url(/files/craig-garner-202-unsplash.jpg)!important;
469  background-size: cover!important;
470  background-position: center!important;
471}
472
473/* fix mobile header */
474@media (max-width: 767px) {
475  .sticky.is-anchored {
476    position: static!important;
477    top: 0!important;
478  } 
479  .fullscreen-image-slider .orbit__previous,
480  .fullscreen-image-slider .orbit__next,
481  .fullscreen-image-slider .orbit__bullets {
482    display: none;
483  }
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689                    <a href="">Form CRS</a>
690                                            <ul class="menu">
691                            <li class="menu-item">
692                    <a href="https://www.ameritas.com/OCM/GetFile?doc=567904">Ameritas Investment Company, LLC</a>
693                            </li>
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695                    <a href="https://www.ameritas.com/OCM/GetFile?doc=567905">Ameritas Advisory Services, LLC</a>
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705
706  
707      </section>
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739      </div>
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747      
748  </ul>
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750    <h1>
751    Team Members
752  </h1>
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755
756  </div>
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758
759          </div>
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762    </div>
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764
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781
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783-5931-46d8-a906-9a0f816c7c28" data-entity-substitution="canonical" title="Access Your Account">Client Access</a></p></div><div class="cell" style="width:20%;"><p class="text-align-center"><a class="button" style="display:block;width:100%;" href="https://lp.constantcontactpages.com/su/hhT31TE/news">Newsletter Sign-up</a></p></div></div>
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887
888      </div>
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890            
891  </div>
892
893      </div>
894
895            
896          </a>
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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&nbsp;</a><a class="button" href="https://www.toptal.com/designers/htmlarrows/punctuation/single-right-pointing-angle-quotation-mark/">›</a>&nbsp;</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="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;large&quot;,&quot;image_link&quot;:&quot;&quot;}" 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 &amp; 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>&nbsp; </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&nbsp;is a well-regarded and well-known presenter and educator, having served in various capacities, such as in the CERTIFIED FINANCIAL PLANNER<sup>®</sup>&nbsp;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, Kiplinger’s, 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 bachelor’s degree from Boston University and a master’s 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.&nbsp;</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 granddaughter’s social life and his grandson’s middle school basketball team.&nbsp;</p><p style="margin-left:0in;text-indent:0in;">&nbsp;</p>
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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">
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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">
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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&amp;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&amp;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&amp;itok=oBozDxkO 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/karen_1_0.jpg?h=d577d076&amp;itok=oBozDxkO" alt="" typeof="foaf:Image" />
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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&nbsp;</a><a class="button" href="https://www.toptal.com/designers/htmlarrows/punctuation/single-right-pointing-angle-quotation-mark/">›</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="{&quot;image_style&quot;:&quot;&quot;,&quot;image_link&quot;:&quot;&quot;,&quot;image_loading&quot;:{&quot;attribute&quot;:&quot;lazy&quot;}}" 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 &amp; Associates in 2019 as the firm’s director of financial planning. She advises clients and their families on&nbsp;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 bachelor’s degree from Smith College and has been a CERTIFIED FINANCIAL PLANNER<sup>®</sup>&nbsp;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>
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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&amp;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&amp;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&amp;itok=v74GfC0C 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/amy_1_1.jpg?h=298e8905&amp;itok=v74GfC0C" alt="" typeof="foaf:Image" />
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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&nbsp;</a><a class="button" href="https://www.toptal.com/designers/htmlarrows/punctuation/single-right-pointing-angle-quotation-mark/">›</a>&nbsp;</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="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;max_325x325&quot;,&quot;image_link&quot;:&quot;&quot;,&quot;image_loading&quot;:{&quot;attribute&quot;:&quot;lazy&quot;}}" 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 &amp; Associates as a financial planner in 2024, after having worked in the financial industry for more than 20 years.&nbsp;</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 bachelor’s 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>
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1102                                <div class="medium-unstack mobile-center grid-x grid-margin-x medium-up-1">
1103                                
1104
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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">
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1117
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1119              <picture>
1120                  <source srcset="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/john_1.jpg.webp?h=93a31004&amp;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&amp;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&amp;itok=cHXNyL4z 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/john_1.jpg?h=93a31004&amp;itok=cHXNyL4z" alt="" typeof="foaf:Image" />
1123
1124  </picture>
1125
1126
1127      </div>
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1129            
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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="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;large&quot;,&quot;image_link&quot;:&quot;&quot;,&quot;image_loading&quot;:{&quot;attribute&quot;:&quot;lazy&quot;}}" 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 &amp; 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.&nbsp;</p><p>Prior to joining DJG&amp;A, John worked as a senior accountant in Ernst &amp; 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.</p><p>John received a bachelor’s degree in accounting &amp; 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<sup>®</sup>.&nbsp;</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&nbsp;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>
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1167</article>
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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&amp;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&amp;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&amp;itok=vT2sZj99 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/colleen_1_0_0.jpg?h=e89a4abe&amp;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="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;max_325x325&quot;,&quot;image_link&quot;:&quot;&quot;,&quot;image_loading&quot;:{&quot;attribute&quot;:&quot;lazy&quot;}}" 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 &amp; 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.</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&nbsp;with her husband Ken and their three young adult children&nbsp;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:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif"><span style="color:#2a2a2a">&nbsp;</span></span></span></span></span></span></p>
1245
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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                                
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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&amp;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&amp;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&amp;itok=cIlWTqGF 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/lauren_1.jpg?h=ac4499e9&amp;itok=cIlWTqGF" alt="" typeof="foaf:Image" />
1279
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1284
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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="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;max_325x325&quot;,&quot;image_link&quot;:&quot;&quot;}" 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 &amp; 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.</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 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.</p>
1330
1331<p>Lauren, her husband Noble, and their two children live in Hanover, Massachusetts.</p>
1332
1333<p>&nbsp;</p>
1334
1335      </div>
1336
1337            
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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&amp;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&amp;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&amp;itok=dij93N8x 1x" src="/sites/djgalli2.us1.advisor.ws/files/styles/portrait_500x600/public/images/linda_1_0.jpg?h=aa3d034d&amp;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="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;max_325x325&quot;,&quot;image_link&quot;:&quot;&quot;}" 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 &amp; 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&amp;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 &amp; Touche, Employees Communication Services, and The Travelers.</p><p style="margin-left:0in;text-indent:0in;">Linda has a bachelor’s degree from Syracuse University.&nbsp;</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&amp;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&amp;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&amp;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&amp;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="{&quot;image_style&quot;:&quot;max_325x325&quot;,&quot;image_link&quot;:&quot;&quot;,&quot;image_loading&quot;:{&quot;attribute&quot;:&quot;lazy&quot;}}" 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.&nbsp;</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&amp;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 waterline—an 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).&nbsp;</p><p>Lucky resides in the pond next to the DGJ&amp;
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>
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1508
1509    
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1511  </div>
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1526                                                                      
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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:&nbsp;<a href="tel:781-878-2322">781-878-2322</a><br>Fax:&nbsp;<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">&nbsp;</i></em></a>&nbsp;<a href="https://www.linkedin/"><em><i class="social-media-icon fi-social-linkedin">&nbsp;</i></em></a>&nbsp;<a href="https://www.twitter.com/"><em><i class="social-media-icon fi-social-twitter">&nbsp;</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>
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1540
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1552    src="https://www.google.com/maps/embed/v1/place?key=AIzaSyCcAmkRbdWuOOfihmEpA1R5YjD70tPZr5w&q=US, MA, Norwell, 02061, 101 Longwater Circle , Suite 203" allowfullscreen>
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1560
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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">
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1573
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1575          <p>Daniel J. Galli offers products and services using the following business names: Daniel J. Galli &amp; 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.&nbsp; 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 &amp; 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>&nbsp;</p><p>&nbsp;</p>
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1593            &copy; 2026 Daniel J. Galli &amp; Associates. All rights reserved.</div>
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1659  </div>
1660  </div></div>
1661
1662  </div>
1663
1664    
1665<div class="block--brokercheck design--small style--colored" id="block-brokercheck">
1666  <a href="https://brokercheck.finra.org"><img src="/modules/custom/themes/images/brokercheck-icons/colored-small.png" alt="" typeof="foaf:Image" />
1667</a>
1668  <div  class="close"></div>
1669</div>
1670
1671
1672    
1672<script src="/core/assets/vendor/jquery/jquery.min.js?v=3.7.1"></script>
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1672
1673<script src="/core/assets/vendor/once/once.min.js?v=1.0.1"></script>
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1673
1674<script src="/core/misc/drupal.js?v=10.6.15"></script>
vendor: 1 bytes, line 1674
1674
1675<script src="/core/misc/drupal.init.js?v=10.6.15"></script>
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1675
1676<script src="/core/assets/vendor/tabbable/index.umd.min.js?v=6.3.0"></script>
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1676
1677<script src="https://static.addtoany.com/menu/page.js" defer></script>
vendor: 1 bytes, line 1677
1677
1678<script src="/modules/contrib/addtoany/js/addtoany.js?v=10.6.15"></script>
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1678
1679<script src="https://www.googletagmanager.com/gtag/js?id=
1679G-FEGRJ7CK5E
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1679" async></script>
1680<script src="/modules/custom/aw_analytics_tracking/js/aw-gtag.min.js?v=10.6.15"></script>
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1680
1681<script src="/modules/custom/aw_brokercheck/js/brokercheck.min.js?v=10.6.15"></script>
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1681
1682<script src="/core/misc/progress.js?v=10.6.15"></script>
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1682
1683<script src="/core/assets/vendor/loadjs/loadjs.min.js?v=4.3.0"></script>
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1683
1684<script src="/core/misc/debounce.js?v=10.6.15"></script>
vendor: 1 bytes, line 1684
1684
1685<script src="/core/misc/announce.js?v=10.6.15"></script>
vendor: 1 bytes, line 1685
1685
1686<script src="/core/misc/message.js?v=10.6.15"></script>
vendor: 1 bytes, line 1686
1686
1687<script src="/core/misc/ajax.js?v=10.6.15"></script>
vendor: 1 bytes, line 1687
1687
1688<script src="/themes/contrib/stable/js/ajax.js?v=10.6.15"></script>
vendor: 1 bytes, line 1688
1688
1689<script src="/modules/custom/aw_content_mgt/js/node_edit_modal.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1689
1689
1690<script src="/themes/custom/aw_core/js/animated-menu.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1690
1690
1691<script src="/themes/custom/aw_core/js/underscore_fallback.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1691
1691
1692<script src="//ajax.googleapis.com/ajax/libs/webfont/1.6.26/webfont.js"></script>
vendor: 1 bytes, line 1692
1692
1693<script src="/modules/custom/dashboard/js/webfont.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1693
1693
1694<script src="/themes/custom/aw_core/js/remove-no-js.min.js?v=1"></script>
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1694
1695<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.core.js?v=6.5.3"></script>
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1695
1696<script src="/themes/custom/aw_core/../../../node_modules/object-fit-images/dist/ofi.js?v=3.2.3"></script>
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1696
1697<script src="/themes/custom/aw_core/js/objectfit.min.js?v=3.2.3"></script>
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1697
1698<script src="/themes/custom/aw_core/js/foundation.init.min.js?v=10.6.15"></script>
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1698
1699<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.keyboard.js?v=6.5.3"></script>
vendor: 1 bytes, line 1699
1699
1700<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.motion.js?v=6.5.3"></script>
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1700
1701<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.mediaQuery.js?v=6.5.3"></script>
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1701
1702<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.imageLoader.js?v=6.5.3"></script>
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1702
1703<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.timer.js?v=6.5.3"></script>
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1703
1704<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.touch.js?v=6.5.3"></script>
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1704
1705<script src="/themes/custom/aw_core/js/aw-contextual-links.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1705
1705
1706<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.orbit.js?v=6.5.3"></script>
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1706
1707<script src="/themes/custom/aw_core/js/foundation.orbit.min.js?v=6.5.3"></script>
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1707
1708<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.triggers.js?v=6.5.3"></script>
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1708
1709<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.box.js?v=6.5.3"></script>
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1709
1710<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.nest.js?v=6.5.3"></script>
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1710
1711<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.drilldown.js?v=6.5.3"></script>
vendor: 1 bytes, line 1711
1711
1712<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.dropdownMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1712
1712
1713<script src="/themes/custom/aw_core/js/foundation.dropdownMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1713
1713
1714<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.accordionMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1714
1714
1715<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.responsiveMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1715
1715
1716<script src="/themes/custom/aw_core/js/foundation.responsiveMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1716
1716
1717<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.responsiveToggle.js?v=6.5.3"></script>
vendor: 1 bytes, line 1717
1717
1718<script src="/modules/contrib/extlink/js/extlink.js?tli824"></script>
vendor: 1 bytes, line 1718
1718
1719<script src="/modules/contrib/google_tag/js/gtag.ajax.js?tli824"></script>
vendor: 1 bytes, line 1719
1719
1720<script src="/modules/custom/themes/js/menu.js?v=10.6.15"></script>
1720
1721
1722          
1722<script>
1723
1724  // add logo back on frontpage header
1725  jQuery('.front .logo-section').append('<a href="/"><img src="/files/logo-cropped.png" alt="site logo"></a>');
1726
1727	jQuery('.not-front .logo-section').append('<a href="/"><img src="/files/logo-cropped.png" alt="site logo"></a>')
1728	jQuery('[data-block-internal-id="videobanner"] .video-slider').append(jQuery( '[data-block-internal-id="videobanner"] .video-slider__caption .scroll-down' ));
1729	jQuery('.not-front main').append(jQuery( '[data-block-internal-id="blanktextandimage"]' ));
1730	
1731	// add email to image side full team layout
1732jQuery('.tm-visitor-page > .grid-x').each(function(){
1733    emailLink = jQuery(this).find('.team-member .field--name-field-email').html();
1734 
1735    emailLinkTrimmed = emailLink.trim();
1736 
1737    jQuery(this).find('.team-member .field--name-field-email').wrap('<a href="mailto:' + emailLinkTrimmed + '"</a>');
1738 
1739});
1740 
1741
1742	// minimise textarea
1743	jQuery( 'textarea' ).attr('rows','3');	
1744
1745	// hide captcha unless someone clicks on form
1746	jQuery( "footer form .g-recaptcha" ).hide();
1747	jQuery( "footer form input, footer form textarea" ).click(function() {
1748	jQuery( "footer form .g-recaptcha" ).fadeIn();
1749	});
1750
1751
1752	// change order of contact form
1753	var message = jQuery("#edit-message-wrapper");
1754	message.next().insertBefore(message); 
1755	var subject = jQuery("#edit-subject-wrapper");
1756	subject.next().insertBefore(subject); 
1757
1758	message.next().insertBefore(message); 
1759	subject.next().insertBefore(subject); 
1760	// make footer links open in new tab
1761	jQuery('.footer a').attr('target','_blank');
1762
1763	// SMOOTH SCROLL --------------------
1764// Select all links with hashes
1765jQuery('a[href*="#"]')
1766  // Remove links that don't actually link to anything
1767  .not('[href="#"]')
1768  .not('[href="#0"]')
1769  .click(function(event) {
1770    // On-page links
1771    if (
1772      location.pathname.replace(/^\//, '') == this.pathname.replace(/^\//, '') 
1773      && 
1774      location.hostname == this.hostname
1775    ) {
1776      // Figure out element to scroll to
1777      var target = jQuery(this.hash);
1778      target = target.length ? target : jQuery('[name=' + this.hash.slice(1) + ']');
1779      // Does a scroll target exist?
1780      if (target.length) {
1781        // Only prevent default if animation is actually gonna happen
1782        event.preventDefault();
1783        jQuery('html, body').animate({
1784          scrollTop: target.offset().top
1785        }, 1000, function() {
1786          // Callback after animation
1787          // Must change focus!
1788          var jQuerytarget = jQuery(target);
1789          jQuerytarget.focus();
1790          if (jQuerytarget.is(":focus")) { // Checking if the target was focused
1791            return false;
1792          } else {
1793            jQuerytarget.attr('tabindex','-1'); // Adding tabindex for elements not focusable
1794            jQuerytarget.focus(); // Set focus again
1795          };
1796        });
1797      }
1798    }
1799  });
1800  
1801  //container
1802	jQuery( "#block-aw-core-visitormainmenu .link--container > a:first-of-type" ).click(function() {
1803		event.preventDefault();
1804	});
1805	
1806	jQuery('.field--name-designation').each(function () { jQuery(this).html( jQuery(this).html().replace(/&reg;/gi, '<sup>&reg;</sup>').replace(/®/gi, '<sup>&reg;</sup>') ); });
1807
1808	//avoid compliance fix
1809	jQuery('#block-footer-dawn .locations a.button--client-login').attr('href','/access-your-account');
1810	
1811		// TEMPORARY MIGRATION FIX - WELCOME BLOCK
1812  //jQuery('#block-cta-4 .block__content .grid-container').html('<p>We are finanicial planners. We help people figure out where they are going and how they\'ll get there. Our goal is to help them make t hat happen.</p><p>We are Certified Financial Planner™ practioners who have been doing this for more than 30 years.</p><p>We believe in the value of financial education and literacy. We are committed to our profession through our ongoing participation in the Financial Plannign Association of Massachusetts and the Certified Financial Planner Board of Standards.</p><p>As a small independent firm, we focus all of our resources, education, and experience on helping our clients. Our clients\' success is our success.</p>');
1813
1814  // TEMPORARY MIGRATION FIX - WHAT'S YOUR PLAN BLOCK
1815  //jQuery('#block-cta-5 .block__content .field--name-body').html('<div class="grid-container"><div class="grid-x grid-padding-x medium-up-2 large-up-4"><div class="cell"><div data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="https://djgalli2.us1.advisor.ws/starting-out max_325x325" data-entity-type="media" data-entity-uuid="7c63a4b1-a3f9-437d-9493-b4c8608e50eb" data-langcode="en" class="embedded-entity"><a href="https://djgalli2.us1.advisor.ws/starting-out">  <img src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/image5.jpg?itok=ToZIXYdx" typeof="foaf:Image"></a></div><h3 class="text-align-center"><a data-entity-substitution="canonical" data-entity-type="node" data-entity-uuid="5e59d207-a0ae-47b3-bc7f-5a7b20edfb1d" href="/starting-out" title="Starting Out">Starting Out</a><br>&nbsp;</h3></div><div class="cell"><div data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="https://djgalli2.us1.advisor.ws/your-way max_325x325" data-entity-type="media" data-entity-uuid="23b9b8c2-f8d5-4531-9257-949b273a49ae" data-langcode="en" class="embedded-entity"><a href="https://djgalli2.us1.advisor.ws/your-way">  <img src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/on-your-way-pic_0.jpg?itok=EDauCQ8p" typeof="foaf:Image"></a></div><h3 class="text-align-center"><a data-entity-substitution="canonical" data-entity-type="node" data-entity-uuid="c3eed2b1-9170-4f5b-8309-b1b9177b0c09" href="/your-way" title="On Your Way">On Your Way</a><br>&nbsp;</h3></div><div class="cell"><div data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="https://djgalli2.us1.advisor.ws/ready-retire max_325x325" data-entity-type="media" data-entity-uuid="b697a010-20e4-4a7c-9857-7f624bc0a573" data-langcode="en" class="embedded-entity"><a href="https://djgalli2.us1.advisor.ws/ready-retire">  <img src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/ready_to_retire.jpg?itok=Q-hcN8K6" typeof="foaf:Image"></a></div><h3 class="text-align-center"><a data-entity-substitution="canonical" data-entity-type="node" data-entity-uuid="3c95ca6b-6b4a-473e-91bf-d5032d00e756" href="/ready-retire" title="Ready to Retire">Ready to Retire</a><br>&nbsp;</h3></div><div class="cell"><div data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="https://djgalli2.us1.advisor.ws/im-teacher max_325x325" data-entity-type="media" data-entity-uuid="3b1ba345-93a5-430a-a704-27df726b0d86" data-langcode="en" class="embedded-entity"><a href="https://djgalli2.us1.advisor.ws/im-teacher">  <img src="/sites/djgalli2.us1.advisor.ws/files/styles/max_325x325/public/images/i_am_a_teacher.jpg?itok=mZlxIUkW" typeof="foaf:Image"></a></div><h3 class="text-align-center"><a data-entity-substitution="canonical" data-entity-type="node" data-entity-uuid="1fa7b67c-3b4b-46b7-b073-62a7309adde3" href="/im-teacher" title="I’m a Teacher">I\'m a Teacher</a><br>&nbsp;</h3></div></div></div>');
1816
1817
1818</script>
1818
1819
1820      </body>
1821</html>

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