Susan M Davies, CFP®
Vice President, Financial Advisor
Throughout Susan's career as an advisor, she has been focused on providing clients with integrated advice that encompasses investments, tax planning strategies, and comprehensive financial planning.
With a unique background in sales management, wealth advisory, and tax planning, Susan is able to provide integrated support built around tax efficiency. As a CFP® professional, she remains focused on providing well-rounded solutions and evolving her strategies through continuous education.
Susan loves the individuality that working with each client and family brings. It's a privilege to partner with them, understand what makes their story unique, and help shape a financial future that reflects their values, goals, and dreams.
Sue is married with three children, lives in the Farmington Valley, and is an avid runner and experienced marathoner. As a marathoner, Sue relies on preparation and discipline to reach the finish line and she incorporates these values in comprehensive financial planning. When she isn’t running, Sue enjoys travel and adventure with family and friends.
Michael Provinsal
Vice President, Financial Advisor
SERVICE IS PARAMOUNT. Mike believes his clients deserve dynamic quality and consistently seeks to go above and beyond to help ensure they receive exactly that. He is passionate about providing a tailored solution for each client. Mike enjoys spending time with his wife and two children and all things golf.
Justin Steele
Vice President, Financial Advisor
Husband and Girl Dad two times over. Justin is committed to putting clients first. Always. Striving to have a meaningful and lasting impact on the financial health and well-being of those he serves is his passion.
Laura Miller
Client Service Associate
Laura has a genuine focus on supporting clients and their needs. She loves problem solving and finding efficient solutions to administrative issues for clients and the office alike.
Laura has three sons and is enjoying watching to see where life takes them. She also enjoys listening to audiobooks, interior decorating, and traveling with her husband.
