Our Team
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our financial professionals promise to offer you a new level of attention, insight, and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our financial professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Roger L. Webster
Roger has been in financial services since 1989.
He is a Registered Representative and Investment Advisor Representative of MML Investors Services, LLC. (MMLIS) and Licensed to sell Life Insurance.
Roger has a BA in Economics from the University of Vermont.
Roger has proven to the ability to build long lasting relationships with his clients by providing the service and support that today's clients expect. He specializes in asset management, retirement income planning, and advanced markets planning.
He was a founding member of the Vermont Children's Trust Foundation and has been very active in the local school system and youth athletics.
With his experience, along with the wide array of financial and insurance products, Roger can help make your financial journey enjoyable, understandable, and more secure for you and your family's financial future.
Roger is an 8th generation Vermonter who enjoys hunting, golf, and travel and has a passion for history. He lives in Colchester with his wife Stephanie and has three adult daughters.
Shawn D. Morin
Shawn has been in the financial service industry since 1994.
Shawn specializes in helping his families and businesses define their financial objectives and create plans to achieve them. His goal is to be a consistent resource to his clients as they progress through the various stages of their lives.
Shawn attended Champlain College and has his life and health, license and holds series 6 and 63 registrations.
Shawn lives in St. Albans with his three sons, Keegan, Colby and CJ who he enjoys playing all outdoor sports with. He is a member of the National Association of Insurance and Financial Advisors and is also an active and founding member of the Classic Mike Loyer Foundation.
Brittany L. Gaydos
As Practice Manager to our team, Brittany brings over ten years of experience in the financial services industry. Her roles include overseeing daily operations, new business processing, and managing service-related inquiries. With an extensive background in client services, Brittany prides herself in providing the best client experiences possible.
Brittany lives in Colchester with her husband, Daniel, and their three children, Hailie, Ellie and Jack. When not in the office she enjoys spending time with her family making memories.