About Us

DAN JAMROZ
OWNER/ FINANCIAL ADVISOR

Dan is the owner and financial advisor at One Source Wealth Management. Dan entered the wealth management profession after receiving undergraduate and post-graduate degrees from Providence College followed by continued post-graduate studies at Fordham University.

During his years of providing financial advisory expertise, Dan has established a solid reputation of steadfast dedication to his clients and keen attention to detail to maintain strong relationships and reliable wealth management services.

Dan and his wife, Shauna, reside in Massachusetts with their three children – Madelyn, Jake and Aidan.

ROBERT BERRIMAN
FINANCIAL ADVISOR

Bob founded ONE Source in 1988 and continues to serve its clients as a financial advisor in numerous states throughout the U.S. Specializing in Retirement Plans and Advanced Markets, Bob’s history of helping his clients meet and exceed their financial goals has earned him the reputation of being a leader in the industry for over three decades.

Bob and his wife, Claire, reside in Connecticut. They have four grown daughters and nine grandchildren.