Team
At Paul Decelles Financial Strategies, we believe our focus on financial planning adds a broader perspective to all we do and provides increased benefits to our clients.
Our team approach helps us to focus on serving you efficiently
Paul -- CERTIFIED FINANCIAL PLANNER TM -- his roles include:
- Conducting the planning interview
- Researching your current financial situation
- Evaluating your ability to reach your financial goals
- Identifying risks that may prevent you from achieving your objectives
- Providing recommendations that seek to help you successfully complete your goals
- Monitoring your plan and keeping it on track after you become a client
Therese -- Office Operations Manager
- Opens new accounts
- Processes transactions through completion
- Monitors accounts and sustains a high level of customer service
Cara -- Administrative assistant
- Responsible for client communications and information
- Organizes client events and scheduling
- Prepare account updates and manages client database
Our experienced professionals have helped many people just like you with similar issues and concerns. We each take pride in providing a unique part of your client experience.
Cara Roberts
Assistant
(802) 323.1654
Paul M. Decelles, CFP®
LPL Financial Advisor
(802) 323.1654
Paul is a lifelong resident of Orleans County. He has been a financial consultant since 1995. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 1999. Paul has earned either the Patriots or Chairman’s Club award from...
Therese Clowery
LPL Registered Administrative Assistant
(802) 323.1654
Therese has served clients of our company since 2001. She has been a LPL Registered Administrative Assistant since 2007. As the office operations manager, Therese manages the paperwork flow in the office to establish and service client...