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...
Director of Marketing
Jackie Scanlon joined us in August of 2020. Primary duties include both Marketing and Operations workflow. Jackie is responsible for handling the day-to-day office details to ensure the office runs smoothly and is well organized and...
Director of Client Services
Stephanie M. Grubb joined us in December of 2020. She is responsible for the day-to-day administrative functions, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining client records...