Site Title 07/28/2026 -a
New Custom Section 1a
Choosing a financial advisor either for
your personal or business needs
requires careful consideration.
Demo
This relationship is instrumental to your financial future and goals.
I strive to:
Provide you with a high level of one-on-one personalized service
Ask relevant questions as to why money is important to you
Think and plan ahead - I am committed to staying informed
Research and provide you with relevant and valuable information
I am:
Forward thinking
Continually educating myself to stay current
Established in my community and committed to serving it well
Experienced, with 24+ years in the financial services industry
Fee-based OR commission-based, to suit your need or comfort level
Connected to experienced professionals in related fields that might benefit you
A Registered Investment Advisor Representative of Cambridge Investment Research, Inc., and as such, can invest your money where you decide it's best for you
A bit more . . .
I am happily married to Emily Otterman, we have two beautiful children - Lena and Nolan
I have lived in Merrimack, NH since 1986
I am an active member of the Merrimack Chamber of Commerce since I began my business in 1988, serving two terms as president, Board of Directors for twenty-one years, and chair of the Chamber's Education and Scholarship committees. I have also received the Chamber's Business Person of the Year, and President's Award
I especially enjoy working with 'starters' or entrepreneurs (self-employed), 'closely held' (family) businesses, clients planning for and in retirement, and women over 50
Other volunteer work includes: helping with my childrens' sports teams through Merrimack Youth Association; Merrimack School District Budget Committee; Merrimack Public Library Development Fund; The Caregivers, Inc.; New Hampshire Public Radio; and Southern New Hampshire Indian Pathfinders - an organization whose main theme is "Dad's and Daughters Spending Time Together"
I enjoy music, sports, the lake and beach, and I love to drive . . .
~Dan Sullivan