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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Dan has been involved in the financial and accounting industries for numerous years, having graduated from the University of Connecticut with a Bachelor of Science in Accounting. Dan is a licensed Certified Public Accountant in...

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As a Wealth Advisor at Bedard Advisors, LLC, Eileen makes the complicated simple by educating her clients so they can feel more confident about the decisions they make regarding their financial health. Eileen received a BS degree from...

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Peter Belmont, CPA

Wealth Advisor

Peter received his Bachelor of Science degree in Business Administration with a major in Accounting from The University of Connecticut. He started his career with one of the national accounting firms, and has had both public and...

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Michelle M. Schreyer

Accounting Manager

Michelle has over 15 years of accounting and finance experience in both private industry and public accounting. Prior to Bedard Advisors, Michelle spent over 12 years at Acme United Corporation, a publicly traded company, where she...

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Tanya A. Fonte

Senior Accountant

Tanya joined Bedard Advisors, LLC in 2013 as a Senior Accountant. With 9 years of experience in public accounting, she provides tax and accounting services to a wide range of privately held businesses in various industries. Her skills...

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Melissa J. Duffy

Accounting Paraprofessional

At Bedard Advisors, LLC, Melissa works with many of our business clients and provides administrative and customer support for the firm. Melissa lives locally and has two children. In her spare time, she enjoys spending time with family...

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Jackie L. Korzon

Office Administrator

Jackie provides client services and administrative support functions for Bedard Advisors, LLC. She plays a key role in the day to day operations of the firm. Jackie lives locally and has two children, a daughter and a son. In her spare...

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Elizabeth MacLean

Wealth Advisor Assistant

As a Wealth Management Assistant, Elizabeth provides client services support and administrative support functions for our investment clients for Bedard Advisors, LLC. Elizabeth graduated with a Bachelor of Science in Business...

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Kaylee Rasmussen

Accounting Intern

Kaylee joined the firm as an intern to experience the environment and procedures of a CPA firm. Her duties consist of tax preparation, tax processing, and administrative support for the firm. She is currently studying Accounting and...

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