Dan Gaffney
Everett
Leader, Wealth Services Practice
Partner, Tax Services
"I can have work-life balance at Moss Adams because it’s part of who we are."
PROFILE
Dan started with Moss Adams as a tax manager before eventually taking the lead role in the firm’s Wealth Services practice. He came to the firm to build our succession planning practice in Everett, and he feels a great sense of satisfaction in helping our clients. He works on a variety of projects, from organizing a family’s business and personal finances to resolving the various financial issues of an estate. After working for many years in this industry, Dan still has fun—everything is always changing, and he gets to help clients adapt. Another thing Dan likes about his job is the variety of clients he helps. “Each one is unique,” he says. “That’s what makes my job so fun.”
STORY
Dan appreciates the people and close working relationships he has built throughout his career. “I get to work with great people I care about and who care about me,” he says. Although he’s a trusted financial advisor to his clients, Dan feels it’s the relationships that make his work rewarding. He also has the opportunity to balance his work and his family life with community involvement. “I have very good work-life balance,” he says. “I get to coach my kids' soccer and baseball teams and be involved with the community.”