At Client Centered Financial, we think of our team as your financial foundation, a reliable source that you can call or email and either speak with a genuine person or get a prompt response. We aim for you to return to your day-to-day life, secure that we will be there for your next question. Our company mission is to help you Prepare, Live Now, and Live Well!

Daniel J. Streeter purchased the company in 2013. Since he has a vested history, he kept the name. As many of you know, Jim Hedbor and his wife, Eloise, founded Client Centered Financial. They asked Dan to join them in 2008 at their office in South Burlington, Vermont. He maintained a book of business, growing and servicing his clientele.

He often partnered with Jim to design and develop financial plans. The two worked well together. They shared similar styles of cultivating trusting relationships and emphasis on understanding a client’s financial goals and lifestyle. Battling cancer, Jim developed a succession plan. When he passed, Dan took over the business with the help of Debra Plumley, Strategic Assistant, and Eloise Hedbor.

Financial Planning had become Dan’s passion. It was gratifying to help clients with their future goals and see visible results. However, the most satisfying has been getting to know them. With his background as a CPA, Financial Analyst and his process of understanding his clients’ values, he designs solid, tailored financial plans. He’s prepared and implemented strategies for individuals, couples, families, retirees, and businesses of all different ages and economic situations.

With an ever-expanding range of services, it became apparent that doing what you love and doing it well would require added support. Dan worked to assemble a team of professionals with unique talents and similar values. We invite you to meet our Team members.