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.
Daniel J. Champagne CFP®, ChFC®, CASL®, CLU®, CEPA, RICP®, LUTCF®
Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ professional
(860) 218-2899
Our Strategic Partners
Jared Hill,CFP®
CERTIFIED FINANCIAL PLANNER® professional | Investment Advisor Representative
(860) 218-2899
Nicholas Oliveros-Pipkin
Financial Planner | Investment Advisor Representative
Steven Dolzani, LUTCF®
Financial Advisor | Investment Advisor Representative
Thomas Pompei
Financial Advisor | Investment Advisor Representative
Our Operations Team
Madeleine Flannery
Client Service Coordinator- Executive Assistant to Justin Podbielski
(860) 218-2899
Taylor Vertefeuille
Client Service Associate - Personal Assistant to Daniel Champagne
(860) 218-2899
Lily Salmon
Client Service Associate | Personal Assistant to Brian Paquette
