David Orfalea Certified Financial Fiduciary
FRC, FIC, LUTCF
Partner
For more than 30 years, David has been educating individuals and families on the best ways to pursue their goals and achieve financial independence.
David started in the financial services industry in 1977 as a financial representative with Prudential Financial Services. Throughout his career and many different roles, David has had the opportunity to develop and learn from some of the most successful advisors in the country. Alpine Wealth Partners was established in 2018, focusing on designing successful client strategies for growth and retirement planning.
“No one cares how much you know until they know how much you care,” says David. “We do this because we love what we do. We love helping people improve their situation and feel more confident in their finances.”
David earned his bachelor’s degree from the University of Massachusetts. He holds life and health insurance licenses and has passed the Series 6, 26, 63 and 65 securities exams.
Outside of work, David loves spending time with his wife of more than 40 years, Susan, and their sons and grandchildren. He also enjoys spending time golfing and vacationing.
Daniel W. Goggins Certified Financial Fiduciary
CRPC
Partner
With career skills and experience spanning more than 38 years, Dan is passionate about financial education in his role at Alpine and believes his work and knowledge can help others navigate through tough times and complicated situations. Dan was born and raised in western Massachusetts and has devoted his career to financial service across the state. Most recently, he served as regional vice president of a national financial company and has since brought his experience and client service dedication here to Alpine Wealth Partners.
Dan is very passionate about civic engagement and serving the communities he is a part of each day. Dan also served on the board of directors for Habitat for Humanity in Springfield, Massachusetts, dedicated to building affordable housing for families. He also volunteered time and support as a board member for the Baystate Financial Charitable Foundation, which focuses on helping children’s charities across multiple communities.
When he’s away from the office, Dan enjoys spending time with his wife, Lisa, and their two daughters, Monica and Meghan. Dan is also outdoors quite a lot; you can find him gardening in his backyard. He also enjoys hiking and biking in the areas around his home.
Mark Orfalea Certified Financial Fiduciary
FRC™
Partner
Mark is a knowledgeable and creative asset to the team, with a passion for innovative, client-focused approaches to financial planning.
He started as a planning professional in September 2014 and provides collaborative analytical support for financial plans, with a specific focus on strategy development that is individually tailored to fit the unique financial position and goals of each client.
Mark studied communications at Worcester State University and spent his early career gaining diverse experience in the area of sales and retail management. Valuing the importance of building authentic relationships, the quality of the client experience has always been central to his mission, which helped him earn Ohio National’s Fast Start Award in December 2014. He made the transition to the financial arena, energized to teach others the same strategies and practices that have personally inspired him and changed what he knew to be true about wealth.
Mark lives in Holden, MA with his wife, Makenzie, and their two sons Max and Mason. Outside of the office, he enjoys adventuring the great outdoors. A mountaintop—rain, snow or shine—is one of his favorite places to be. When he’s not hiking or backpacking, he’s catching a good movie or a sports game, and always enjoying a good laugh with family and friends.