Team Members

Schedule Time With Dan › 

Dan founded Daniel J. Galli & Associates over 30 years ago. His practice includes a wide range of financial planning and investment management initiatives, with a focus on retirement planning for professionals, small business owners, teachers, and individuals.  His passion is helping people answer the three big financial questions: Where am I? Where am I going? How will I get there?

Dan is a well-regarded and well-known presenter and educator, having served in various capacities, such as in the CERTIFIED FINANCIAL PLANNER^® 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.

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

He has a bachelor’s degree from Boston University and a master’s degree from Bridgewater State 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.

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. 

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. 

Schedule Time With Amy › 

Amy joined Daniel J. Galli & Associates as a financial planner in 2024, after having worked in the financial industry for more than 20 years. 

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.

Amy received her bachelor’s degree from Eastern Nazarene College and is a CERTIFIED FINANCIAL PLANNER®.

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.

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

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

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

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.

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.

Linda has a bachelor’s degree from Syracuse University. 

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.