Broker Check

The Team at Client Centered Financial

Daniel J Streeter -&#160;President, Financial Life Planner and Investment Advisor&#160;<br/>

Daniel J Streeter - President, Financial Life Planner and Investment Advisor 

Dan enjoys serving his clients and helping them attain financial independence. For his growing team, he's a staunch supporter of professional development and a willing mentor. He holds CPA* and Personal Financial Specialist certifications from the American Institute of CPAs. This combination of extensive tax expertise and comprehensive knowledge of financial planning is powerful.

Dan lives in Williston with his wife, Anya, a Family Medicine Physician in Colchester. Together they have five children, three dogs, and one cat. They treasure hosting Sunday dinners with their family and friends, traveling and exploring new areas, and practicing yoga together. Dan is also an avid motorcyclist and wilderness enthusiast.

Eloise Hedbor - Financial Planning and Life Insurance&#160;<br/>

Eloise Hedbor - Financial Planning and Life Insurance 

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 UVM with a degree in Economics and Political Science. While there, Eloise was a member of Phi Beta Kappa, the first chapter of that honor society to elect women and African Americans to membership. In addition, she worked as a journalist for 30 years.

Eloise is the Grand Isle Rotary's former president and the former chair of the Vermont Advisory Committee to the US Civil Rights Commission. She is the mother of four children and the grandmother of ten. Further, she is an avid traveler. Eloise was introduced to the financial services industry in 1978, working with her late husband, Jim Hedbor, the founder of Client Centered Financial.

Eloise Hedbor is licensed to sell insurance in Vermont, Minnesota, Arizona, New Hampshire, and Maryland.

Paul Carpenter - Financial Planning &#38; Life Insurance&#160;<br/>

Paul Carpenter - Financial Planning & Life Insurance 

Paul has been working as a Paraplanner at CCF since September 2021. He's poised and excited to work alongside his mentor, Daniel J. Streeter, CPA/PFS and President of CCF, expanding the Financial Planning and Risk Management areas. He is in the
process of attaining Investment Adviser Representative status.

In the Spring of 2022, he graduated from PSU with a Bachelor of Science in Finance. In addition, he completed the educational requirements for the CFP® designation. A native of Colorado, he moved to Vermont in 2017 with his wife Cari for her to attend UVM Med School. The couple has since moved to San Diego where Paul works remotely and continues his education in finance.  

Kyle Jablonski - Life Insurance&#160;<br/>

Kyle Jablonski - Life Insurance 

Raised in West Rutland, Kyle and his wife Jess live in South Burlington with their three children, Mia aged 8, Mason aged 6 and Zoey aged 2. 

Family time is very important to the Jablonskis. They enjoy multiple sporting activities that include wrestling, football, soccer and gymnastics. Nights and weekends they play a lot of Pokemon cards games. 

In his free time Kyle enjoys charting the stock market, working out and training, and playing the Ukulele. During the Covid Pandemic Kyle earned an MBA in Marketing from the University of Arizona. 

Kyle joined the CCF team in the summer of 2023 and brings over a decade of insurance knowledge and experience. 

Beth O'Keefe - Financial Planning

Beth O'Keefe - Financial Planning

Beth joined Client Centered Financial in 2019 as Dan Streeter's Assistant. Prior to CCF she published a quarterly magazine that featured Vermont Farms. A graduate of the University of Vermont, her professional experience includes Marketing, Graphic Design, Event Planning, and Customer Service, She puts it all to good use, planning team-building activities and events and managing the CCF office. 

For balance Beth attends yoga and Barre classes religiously. She lives in Colchester with her husband Christopher and has two grown sons, Ryan and Collin, two beautiful daughter-in-laws Katie and Amanda and three grandchildren.

Nolan Streeter - Life Insurance

Nolan Streeter - Life Insurance

Nolan joined Client Centered Financial in December 2022. He handled Daniel Streeter's planning schedule and helped maintain CCF's client data base. Following in his father's footsteps, he obtained his Insurance License in November of 2023. 

He's no stranger to sales as in the summer of 2022 he sold pest control for Aptive Environmental door to door in Long Island, NY. He found the experience rewarding and is going to continue to pursue sales through life insurance. 

Nolan lives in South Burlington with his brother and two loyal dogs. During his free time, he loves going to the gym early mornings to start the day, walking his dogs Joey and Rubi, and going on long cruises through the Vermont country side in his truck.

Debra Plumley - Financial Planning&#160;<br/>

Debra Plumley - Financial Planning 

Deb has been with CCF since 2010. She has an intense commitment to client service and expertise in simplifying complexity.

Deb grew up in South Hero and graduated from Champlain College. She worked at Verizon as a customer service supervisor for twenty plus years. When Deb is not keeping everything running smoothly at the office, one can find her at Hackett’s Orchard in South Hero. Her parents have owned the business for 50 years. She and her husband, Doug, have three adult sons and five grandchildren.

C Tyler Wood - Retirement Plan Solutions&#160;

C Tyler Wood - Retirement Plan Solutions 

Tyler manages the Retirement Plan Solutions division of CCF. A graduate of St. Lawrence University and UVM, Tyler grew up in Massachusetts and moved to Vermont in 1987. He worked as an educator and counselor for 21 years before becoming a licensed insurance agent with the National Life Group in 2008. Tyler joined Client Centered Financial in 2015. He is a Registered Representative of Equity Services, Inc., offers securities in Vermont, and has insurance licenses in Vermont, Maine, and Florida.

Tyler lives in Lincoln with his wife Tory and is the proud father of three adult children. He likes to fish, sail, and sing when he's not at CCF. He's also active in many community and professional organizations.

Katie Rossier - Financial Planning&#160;<br/>

Katie Rossier - Financial Planning 

Katie came back to the CCF Team in January 2024 to schedule appointments for Dan Streeter and assist the Financial Planning Team. She moved to Vermont in 2022 and joined Client Centered Financial as a Full Time Client Services Representative. The team is happy to have Katie back! 

In her free time Katie loves to garden and care for her son. She lives with her husband Brian and baby Briggs in Lincoln, VT where they own and operate the family sugaring operation.