Norwell, MA Office

Amy Mohan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC. Her prior experience includes roles at Ameriprise and UBS Financial Services. She is also involved in financial planning activities through Daniel J. Galli & Associates. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Karen Van Voorhis is a CFP® with 22 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. She has worked at several firms including Ameritas Investment Corp, Daniel J. Galli & Associates, and Lion Street Advisors. Van Voorhis also provides financial education and counseling to corporate clients through PFE Group. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach that includes model portfolios, third-party managers, and co-advisory relationships, serving a broad range of investors including high-net-worth individuals.

Colleen Richards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and with Ameritas Investment Corp since 2012. Additionally, Richards has been involved with Daniel J. Galli & Associates since 2009, where she also serves as office manager. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Daniel Galli is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has worked with multiple firms including Goldman Sachs and PFE Advisors, Inc., and has operated his own practice, Daniel J Galli & Associates, since 1986. Galli is also an instructor and guest lecturer at Boston University, where he conducts online educational webinars and updates courses on retirement planning and employee benefits. He serves as President of the Financial Planning Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a diverse client base.