Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Leigh Daggett

ChFC®, CLU®

Financial Advisor

Chartered Financial Consultant®
Learn more about Leigh Daggett Visit Leigh Daggett's website

Bob Daggett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Daggett Visit Bob Daggett's website


Our team

Kate Dolan

Kate Dolan

Office Manager,

Paraplanner

Qualifications

  • Office Manager with Daggett & Associates for 18 years, Series 7 and Series 66 Licensed

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