Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Leigh Daggett

Leigh Daggett

APMA®

Financial Advisor

Learn more about Leigh Daggett Visit Leigh Daggett's website
Advisor photo for Bob Daggett

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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