Daniel Gibbons, FPQP™ Client Service Associate
Dan Gibbons believes in meticulous attention to detail. Whether helping to onboard new clients or providing existing clients with day-to-day operational services, his commitment is the same. Dan wants clients to feel peace of mind, knowing that their accounts are handled with the utmost care and professionalism. He is thrilled to play a role in helping people build more financially secure futures.
We want every Opal client to know that they are in the right place and surrounded by the best team. It’s a point of pride that clients count on us and trust our commitment and competence.
Prior to joining Opal’s team in 2021, Dan worked in client service at Magii Wealth Management and at Equitable.
Dan is a graduate of Marist College in Poughkeepsie, NY. He holds a Bachelor of Science in Business Administration with a concentration in finance. He is also a Financial Paraplanner Qualified Professional™ (FPQP™). Dan enjoys hiking, working out, and attending live events including New York Islanders hockey. He also loves to travel and spend time with family.
![Daniel Gibbons, FPQP™ portrait](https://opalwealthadvisors.com/wp-content/uploads/2021/07/daniel-full.jpg)
Our Team
![Jesse Giordano, CFP®, CAP®, RLP®, CBEC® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2018/10/jesse-thumb.jpg)
Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal
![Lee Korn, CPWA® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2018/03/lee-thumb2.jpg)
Lee Korn, CPWA®
Financial Advisor, Principal
![Joseph N. Filosa, CFP® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2018/03/joe-thumb2.jpg)
Joseph N. Filosa, CFP®
Financial Advisor, Principal
![Matthew P. Krouse, CFP®, AAMS® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2021/03/matt-thumb.jpg)
Matthew P. Krouse, CFP®, AAMS®
Financial Advisor
![Gino Carollo thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2021/10/gino-thumb.jpg)
Gino Carollo
Financial Advisor
![Chris Clasen, CFA® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2021/06/chris-thumb.jpg)
Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer
![Katherine M. Dean, CFP® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2018/03/katherine-thumb3.jpg)
Katherine M. Dean, CFP®
Financial Advisor
![Chelsea Barrows, CFP®, AIF® thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2024/05/Chelsea_Barrows_thumb_web_225x225.jpg)
Chelsea Barrows, CFP®, AIF®
Financial Advisor
![Chloe Engel, CPA, CFE thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2024/05/Chloe_Engel_thumb_web_225x225.jpg)
Chloe Engel, CPA, CFE
Financial Advisor
![Jamie Bruno thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2018/03/jamie-thumb.jpg)
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
![Eugenia Kalaitzidis thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2018/03/gina-thumb.jpg)
Eugenia Kalaitzidis
Senior Client Service Associate
![Christine Nardella thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2023/05/christine-thumb.jpg)
Christine Nardella
Client Service Associate
![Christine Ketcham thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2024/05/Christine_Ketchum_thumb_web_225x225.jpg)
Christine Ketcham
Relationship Manager
![Brittany Siemer thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2023/05/brittany-thumb.jpg)
Brittany Siemer
Marketing Manager
![Kristopher Krauss thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2024/05/Kris_Krauss_thumb_web_225x225.jpg)
Kristopher Krauss
Analyst
![Tiffany Melendez thumbnail](https://opalwealthadvisors.com/wp-content/uploads/2023/12/tiffany-thumb.jpg)
Tiffany Melendez
Relationship Manager
Schedule a Call with
Daniel Gibbons, FPQP™