For the past 14 years, Dan Newell dedicated his professional life to helping business leaders streamline their administrative processes and achieve their business goals through human resources and finance technology. During that time, Dan forged a collegial partnership with Stonebridge Financial Group’s Corporate Retirement Plans team, assisting clients with their technology needs. Dan realized early on that Stonebridge’s passion for outstanding service and putting clients first aligned with his own. In his pursuit of making the greatest positive impact for local businesses and their employees, Dan joined the Corporate Retirement Plans team at Stonebridge as a Business Development representative in July 2024.
Dan holds himself to an elevated standard of knowledge and expertise and has been a Subject Matter Expert (SME) throughout his career. Carrying that with him to Stonebridge, he quickly passed his Series 65 test and is rapidly working towards his Chartered Retirement Plan Specialist (CRPS), Accredited Investment Fiduciary (AIF), and Certified Financial Planner (CFP) designations.
Dan graduated with a bachelor’s degree from Lebanon Valley College and decided to call the area “home.” As a 25-year Central PA resident currently residing in Lebanon, you’ll find him working with local clients or participating in networking meetings and events with local networking groups and SHRM chapters. When he isn’t working, Dan enjoys playing a variety of musical instruments with several local bands and artists, as well as cheering on Philadelphia sports teams.
