At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Courtney Paradis

Courtney Paradis

Client Services Specialist

860-678-7350

860-678-7356

Dakota McMahon

Dakota McMahon

Client Services Specialist

1-860-678-7350

1-860-678-7356

David Brochu

David Brochu

LPL Financial Planner & Partner

860-678-7350

860-678-7356

Elias George

Elias George

Chief Investment Officer & Director of Research

860-678-7350

860-678-7356

Jeanmarie King

Jeanmarie King

Client Services Specialist

860-678-7350

860-678-7356

Jennifer Chase

Jennifer Brochu Chase, CFP®

LPL Financial Planner & Partner

860-678-7350

860-678-7356

Sarah Hall

Sarah B. Hall, CFP®

Director of Financial Planning & Chief Operating Officer

860-678-7350

860-678-7356

Courtney Paradis

Courtney Paradis

Client Services Specialist

860-678-7350

860-678-7356

Dakota McMahon

Dakota McMahon

Client Services Specialist

1-860-678-7350

1-860-678-7356

David Brochu

David Brochu

LPL Financial Planner & Partner

860-678-7350

860-678-7356

Elias George

Elias George

Chief Investment Officer & Director of Research

860-678-7350

860-678-7356

Jeanmarie King

Jeanmarie King

Client Services Specialist

860-678-7350

860-678-7356

Jennifer Chase

Jennifer Brochu Chase, CFP®

LPL Financial Planner & Partner

860-678-7350

860-678-7356

Sarah Hall

Sarah B. Hall, CFP®

Director of Financial Planning & Chief Operating Officer

860-678-7350

860-678-7356

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.