Broker Check

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) 334.2100

(802) 323.1654

[email protected]

Cara has been working as an administrative assistant in our office since 2010. She works part-time, essentially during the school day! When school is in session, Cara is in the office. She works on client communications and marketing...
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Paul M. Decelles, CFP®

LPL Financial Advisor

(802) 334.2100

(802) 323.1654

[email protected]

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...

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Therese Clowery

LPL Registered Administrative Assistant

(802) 334.2100

(802) 323.1654

[email protected]

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...

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