The Team

Atlantic Wealth Planning Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

David R Gardner

David R Gardner

Private Wealth Advisor

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Designations

CRPC®, ChFC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning

Education

BS in Business Administration- University of Southern Maine
CA Insurance #0D39715

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Shawn Denecker

Shawn Denecker

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

B.A., Psychology-University of New Hampshire, 1998
CA Insurance #0I24554

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Sarah Dunckel

Sarah Dunckel

Financial Advisor

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Designations

CFP®, MBA, ChFC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BS Degree in Finance from the State University of New York at Oswego, MBA from The College of Saint Rose, Albany NY, Certified Financial Planning Professional®

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Our Staff

Uschi Carhart

Client Service Associate