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Team

Client Centered Financial is a team committed to understanding your needs, values and objectives. We work together to design the most appropriate strategy to address your unique situation.

To ensure we are providing you with our best recommendations and services, we work to stay abreast of changes. We study how the economy and tax law may impact you and your financial future. Our focus is always on your needs.

 

Daniel Streeter

(802) 651-6928

[email protected]

Daniel enjoys serving his clients and helping them attain financial independence. He is a life financial planner and President of Client Centered Financial. Daniel is the youngest of a large Midwest farm family. He served five years in...

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Jan Knutsen

802-651-6928

[email protected]

A graduate of the University of Kansas, Jan moved from Minneapolis to Vermont in 2007. After a successful career in marketing, Jan discovered her true passion when she joined the financial...

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C. Tyler Wood

802-651-6928

[email protected]

A graduate of St. Lawrence University and the University of Vermont, Tyler grew up in Massachusetts. He moved to Vermont in 1987. He worked as an educator and counselor for 21 years before becoming a licensed insurance agent with the...

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Eloise Hedbor

802-651-6928

[email protected]

Eloise is a paraplanner at Client Centered Financial who loves working with clients to help them realize their dreams. She is a graduate of the University of Vermont with a degree in Economics and Political Science, and a member of Phi...

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Debra Plumley

802-651-6928

[email protected]

Debra is the strategic assistant for Client Centered Financial, with an intense commitment to client service and expertise in simplifying complexity. Debra grew up in South Hero and graduated from Champlain College. She joined Client...

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