Our Team
Our Team

How We Work
Our mission is to create a lasting impact on our clients’ financial stability and the communities we serve. Through our collaborative and consultative process, we strive to deliver holistic advice and financial literacy to allow our clients to achieve financial independence. With integrity and work ethic as our guiding principles, we aim to create an organization that exemplifies industry-leading intellectual capital and capabilities. We aspire to provide clients with an experience that proves continuously worthy of the trust they have placed within our team. Lastly, we strive to position ourselves as passionate leaders that will help shape the next generation of financial planning and afford us the opportunity to become contributing members to the local community that supports our business and families.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
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Daniel J. Champagne CFP®, ChFC®, CASL®, CLU®, CEPA, RICP®, LUTCF®
Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ Professional
(860) 218-2899
Our Strategic Partners



Our Support Team



