John is a partner and senior wealth management advisor at Radiant Wealth Management. He has over 23 years of experience in the financial services industry as a financial advisor and portfolio manager for clients in the education, not-for-profit, research, and medical fields. He also works with business owners.

John takes a “need-based” approach to each client relationship beginning with the financial plan designed to meet the client’s financial and personal goals. Then with a disciplined approach to maintaining specific risk levels in the portfolio tied to those goals. John helps his clients pre-and post-retirement from retirement income to estate planning. His approach is always putting the client’s interest first.

Before founding Radiant Wealth Management, John spent 15 years as a wealth advisor at TIAA-CREF where he provided investment advice, portfolio management, and financial planning services for clients.

John maintains a series 7, 66, 24, and life insurance licenses. He received a bachelor of arts degree from the University of Redlands.

John lives in Northford, CT. He has two adult children, Jake and Jordan. John enjoys traveling and gardening.

Daniel Fagan is Partner with Radiant Wealth Management. He is also an Accredited Investment Fiduciary ® with over 25 years of experience working with families and institutions to meet their financial planning and investment goals. Dan holds the Accredited Investment Fiduciary® designation* and also maintains his Series 6, 7, 65, and 66 licenses.

Before founding Radiant Wealth Management, Dan served as a Sr. Wealth Management advisor at TIAA Financial Services for 17 years. At TIAA, he managed client portfolios while also developing and managing their ongoing financial planning needs. Additionally, Dan led a team of advisors and relationship specialists in supporting clients in building and monitoring their asset management and financial planning needs and goals. Dan constructed and monitored investment portfolios tailored to each client’s specific objectives in this role. While collaborating with his clients, Dan has built a practice that has led to multi-generational relationships with the families he serves. These relationships have been built on trust, understanding, and clarity. Dan specializes in aligning client portfolios and assets to their unique income and estate goals while minimizing taxes and expenses.

Dan received a Bachelor of Arts degree from the University of Connecticut. Additionally, Dan has taken courses at the College for Financial Planning, Fairfield University, and The University of Connecticut. Dan is currently enrolled in the Certified Financial Planning ® program at the College for Financial Planning.

Dan is married to his wife Rebecca and has four children – three sons (Cory, 35, Timothy, 30, and Jacob, 18) and one daughter (Sianna, 16). He enjoys playing basketball, hiking, spending time with his family and dogs, and cooking in his spare time—additionally, Dan volunteers and mentors underprivileged teens and juvenile offenders.

*Accredited Investment Fiduciary^® (AIF^®) is a designation obtained through the Center for Fiduciary Studies. This designation represents a thorough knowledge of and ability to apply fiduciary practices. Prerequisites for the AIF^® include a point-based threshold on a combination of education, relevant industry experience and/or professional development. Once the prerequisites are met, one must successfully complete the AIF course and pass a proctored exam. To maintain this designation, the designee must ascribe to a professional code of ethics, maintain current contact information, complete 6 hours of continuing education each year, and pay annual dues. 

Kristine Moore is a Senior Client Relationship Manager with over 20 years of securities industry experience.

Before joining Radiant Wealth Management, Kristine served as a Senior Client Relationship Consultant for TIAA for eight years. In this role, she assisted in developing financial plans, implementing financial strategies, and servicing client accounts. In addition, her industry experience includes serving as a Financial Advisor at Fidelity Investments and a liaison on the Corporate Bond Trading Desk at Smith Barney.

Kristine has two sons and a daughter – ages 27, 25, and 22. Kristine enjoys tennis, working out, cooking, and traveling in her spare time.