With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Seth N Blanchard

APMA, CRPC, CLTC®

Private Wealth Advisor

Managing Partner of WellBridge Wealth
Learn more about Seth N Blanchard Visit Seth N Blanchard's website

Renee Yagoda

APMA, BFA

Associate Financial Advisor

Learn more about Renee Yagoda Visit Renee Yagoda's website

Daniel Coppens

APMA

Associate Financial Advisor

Learn more about Daniel Coppens Visit Daniel Coppens's website


Our team

Lauren Philbrook

Lauren Philbrook

Operations Director

Qualifications

  • Bachelor of Arts, University of Massachusetts Amherst

Roles & Responsibilities

  • Office Management
  • Practice Workflow & Efficiencies
  • Systems & Process Oversight
  • Human Resources
View more
Valerie Bohannon

Valerie Bohannon

Client Service Specialist

Qualifications

  • Associates Degree, Community College of Vermont

Roles & Responsibilities

  • Client Service
  • Meeting Prep
  • Financial Planning Workflow
  • Money Movement
View more
Ben Harris

Ben Harris

Paraplanner

Qualifications

  • Bachelor of Science, Saint Michael's College

  • Securities Industry Essentials

  • Series 7

  • Series 66

  • Vermont Producer Life, Accident, Health, & HMO Insurance

Roles & Responsibilities

  • Client Service
  • Meeting Prep
  • Financial Planning Workflow
  • Money Movement
View more
Tanya Glover

Tanya Glover

Client Service Coordinator

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Administration
View more