Team

YOUR TEAM

TRUST, EXPERIENCE AND COMMITMENT

We are an independent wealth management firm delivering exceptional service, proactive advice and accountability.

We go well above the call so you can enjoy life; we take care of the rest.

Meet the team members:

David M. Parent

President

(860) 761-0360

david@efinancialvision.com

David M. Parent has been a wealth advisor since 1991. He is owner and president of Financial Vision, LLC and Financial Vision Advisory Services, LLC. David is responsible for servicing and consulting with individuals, business owners...

Jackie John

Director

860-761-0360

860-761-0370

concierge@efinancialvision.com

Jackie Scanlon joined us in August of 2020. Her primary duties include Marketing and Client Services workflow and handling the day-to-day details that ensure the office runs smoothly. She is well organized and detailed. Jackie is...

Kim Knapp

Office Assistant

860-761-0360

860-761-0370

concierge@efinancialvision.com

Kim Knapp joined us in February of 2026. She is responsible for administrative functions and calendar management as well as establishing and maintaining relationships with clients. Kim graduated from Catherine Gibbs College in 1991...

Kimberly Hess

Office Assistant

860-761-0360

860-761-0370

concierge@efinancialvision.com

Kimberly Hess joined us in November of 2023. She is responsible for the day-to-day administrative functions, maintaining systems of the office, maintaining client records, and compliance of systems. Kimberly graduated from Asnuntuck...