Eric Wadsworth began his career in public accounting and then as CFO at Dartmouth Medical School through the ’90s. He became a CFP in 1990, and specializes in comprehensive financial planning, tax planning, retirement planning, education funding, and estate planning.

Leif Daulaire worked in human resources for a decade before joining Eric as an Advisor in 2019. He became a CFP in 2021 and specializes in retirement planning, education funding, student loan repayment planning, insurance needs planning, spending and budgeting, and estate planning.