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. So Dan worked to assemble a team of professionals with unique talents and similar values. This team would help him deliver and ensure premium service.
In 2015 Tyler Wood, a Registered Representative, joined Client Centered Financial. After careful reflection and much dialog, the group developed the tagline - Prepare, Live Now, Live Well - to reflect CCF’s unique direction and ideals. The team had launched itself. Its growth continued with Jake Savio coming on board in 2018. Beth O’Keefe joined in 2019 as Dan’s Assistant. The office thrived, welcoming new clients and servicing existing ones. Then the pandemic hit in March of 2020, and, as many were, everyone was sent home.
The team managed and worked with each other remotely. Late 2021 welcomed in Paul Carpenter as a Paraplanner and in-person meetings started again. Paul recently took the Certified Financial Planner Board of Standards, Inc.’s exam and is working on becoming an Investment Adviser Representative. Katie Rossier is CCF’s latest addition in June of 2022. She currently handles scheduling for Dan. Our team continues to grow and to be a resource, educate and answer your questions.
The Client Centered Financial Team in August 2022 at our company picnic. Left to right: Eloise Hedbor, Debra Plumley, Jake Savio, Daniel Streeter, Paul Carpenter, Tyler Wood, Katie Rossier and Beth O'Keefe. Photo by Dr. Anya Koutras-Streeter.