Our financial advice team

Danielle is instrumental in ensuring a world class client experience. She is an integral member of our team and prides herself on going above and beyond to ensure our clients needs are met. We welcome you to reach out to Danielle directly for any questions and needs as well as to request an appointment to be scheduled.

Danielle lives in Manchester with her husband Ryan.

Carrie has worked as a Client Services Manager with Steve Sheridan's practice for the past three years following 8 years of financial services experience elsewhere She strives to ensure a transaction and client requests are processed and flow seamlessly to ensure a world class experience.

Carrie lives in Suffield with her family and dog Papi. Her hobbies include traveling, fitness and spending time with her family

After 39 years serving his valued clients Earle has transitioned into the first phase of retirement. We like to refer to him as 'Chairman of the Board'!