Our Team @ Balanced Rock Investment Advisors
Daniel M. Flannery, CFA® – President, Portfolio Manager & Chief Compliance Officer
Dan is a lifelong investor who believes that high-quality investment and financial management can help you reach your most important personal and family goals, while achieving peace of mind. Dan founded Balanced Rock and is the Portfolio Manager in addition to his roles as Wealth Manager, President, and Chief Compliance Officer.
Prior to founding Balanced Rock Investment Advisors, Dan spent more than eight years with Cargill Investment Group Ltd. in Boston, an asset manager of private tax credit real estate equity funds for institutional investors. Dan worked as office administrator, analyst, fund accountant, and junior asset manager before working for five years as an asset manager responsible for more than $90M of equity investments and $200M of total assets across multiple funds.
Dan graduated with honors from the University of Pittsburgh in 2004, majoring in political science. In 2009 Dan earned his CFA (Chartered Financial Analyst®) Charter from CFA Institute. He keeps his professional expertise current by engaging in the CFA Continuing Education Program and commits to upholding the high standards of ethics and conduct promoted by CFA Institute.
Dan lives and works in Boston (Roslindale), MA with his wife Meredith and their 6-year-old son Alden and 1-year-old daughter Sienna. In his spare time, Dan enjoys volunteering at Mozart Elementary school, as treasurer for JP Local First, as a member of the Roslindale Village Main Streets finance committee, and as a founding organizer of Roslindale Porch Fest.
Please read this letter from Dan about why he decided to found Balanced Rock Investment Advisors.
Ben Ramsey – Advisor & Director of Financial Planning
As has become clear since day one at Balanced Rock, Ben loves people more than he loves finance, and that’s why he chose to be a Fee-Only advisor. His goal as an advisor is to help clients gain peace of mind, confidence, and a sense of freedom regarding their financial futures.
Some of Ben’s earliest memories are of his mother teaching financial principles relating to budgeting, saving, investing, tithing, giving, and other lessons. For his 8th birthday, he was given the choice of his mother paying $15 for supplies to host a birthday party or getting $15 worth of presents directly and no party. That was one of many moments that sparked Ben’s lifelong interest in financial decision making.
In 2010, Ben was licensed and training to start selling life insurance, but quickly realized that selling products wasn’t the way to actually help people. The insurance industry was not a good fit. Instead, Ben decided to learn everything he could about how to practice financial advising responsibly and ethically. It was then that Ben began his long journey searching for a role where he would be able and encouraged to “Do unto others as you would have them do unto you.”
After two years advising with solar company Endless Energy, Ben discovered Balanced Rock Investment Advisors with its transparent Fee-Only & Fiduciary-Only structure and a “Do the right thing” culture. Finally, a perfect fit!
Ben was born and raised in Michigan and attended Brigham Young University. He has lived in Utah and Idaho, before settling in the Greater Boston Area 12 years ago.
Ben lives in Marlborough with his wife Milly and two children, Garrett and Vivian, where he loves to spend time doing family activities. Ben also volunteers at church by teaching a religion class for local high school students. As of January 2016, he and Milly are expecting twins! He is very excited to double the kids, and maybe a little nervous too (but mostly excited).
Hendrix R. Berry – Advisor & Impact Investment Analyst
Hendrix comes to Balanced Rock with a background in economics, business development and community organizing. As a financial planner and advisor, Hendrix is dedicated to making fee only advice affordable and accessible, and in particular helping individuals and families invest in alignment with their values.
After completing her degree in Economics from Earlham College in Indiana, Hendrix moved to Boston to work at the New Economy Coalition and be close to family, in the Pioneer Valley. Since then, she’s had the privilege to work for Boston Community Capital, JP Local First, and the Jamaica Plain NDC. Hendrix has presented at multiple conferences and forums on impact investing, cooperatives and regenerative finance, including the Eastern Conference for Workplace Democracy, CommonBound, and the New Economy Summit.
In addition to her work as an advisor with Balanced Rock, Hendrix is a Steering Committee member and part-time Fund Strategist for the Boston Ujima Project, a democratic organization building cooperative economic infrastructure in Boston with a mission to return wealth to working class communities of color. At home, Hendrix is a resident co-caretaker of a movement space and urban oasis in Jamaica Plain called the Old Oak Dojo used for retreats and events by nonprofits and grassroots groups advancing racial justice.
Laura M. Daniels – Office Administrator
Laura is a Roslindale neighbor and the most recent addition to Balanced Rock, serving as the Office Administrator and studying for the Series 65 Investment Advisor’s exam. With a background in acupuncture, anthropology and office management, she has always enjoyed helping people. She hopes to use her interest in others’ well-being coupled with her natural business acumen toward this new direction in her professional life.
At a young age, Laura began work as an executive assistant in her family’s photography business, learning the importance of client relationship building, organizational leadership, and financial management. These skills helped her to develop and sustain a 20-year private healthcare practice while also managing other companies in the global high-tech and local non-profit sectors. Later inspired by her father’s transition from photography to capital management, Laura began to consider how her developed business skills and burgeoning interests in investing could help her transition professionally to the financial industry.
Through independent studies and work with the Balanced Rock team, she is discovering many shared goals between caring for clients’ health and their wealth. Most notable are ethical conduct and fiduciary accountability, confidentiality and trustworthiness, skilled investigation and innovative solution seeking, and improving quality of life for clients and their families. She feels fortunate to work with such a knowledgeable and caring team and looks forward to a bright future at Balanced Rock.