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 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...
Holly A. Webster joined us in June of 2015. She is responsible for setting up meetings, client events, email communications and new client acquisitions. As Marketing Manager, she understands the significance of providing clients and...
Maureen A. O’Brien joined us in January of 2018. She is responsible for the day to day operations of the office, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining...
Robert Bishop joined Financial Vision in 2017 as a Wealth Adivisor, specializing in financial planning. Utilizing a client-focused approach to financial planning, Robert is able to tailor recommendations based on each client’s...