Our Valuable Team Members
Betsy (Cupcake) joined the team with a more regular presence in the summer of 2016. She assists both Michele and Mike with day-to-day activities, client accounts, and customer service 2-4 days a week. She enjoys spending time with Mike and the girls, helping or supporting their various activities (especially basketball and dance), catching up with her family and friends, taking walks, working in her vegetable garden, and reading.
Michele joined Chadwick Financial Advisors in early 2009. She is the office administrator and is responsible for most day to day office functions. She makes everything run smoothly within the offices and handles most client requests and processes. She handles a personal caseload as well as assisting Mike and others with day-to-day operational support, client accounts, and customer service and client case preparation. She serves as point person for many of the practices daily tasks, including but not limited to managing brokerage accounts, processing new business, while maintaining the highest level of customer service to our clients. Michele enjoys spending time around their pool with her family, watching her son play sports, reading and camping. Michele currently lives in Harwinton with her husband Steve, son Logan and their dog Luke.
Web Development, IT Support
Hunter joined the team in early 2017 and helps to make the fiscal wisdom website attractive and functional. In addition to this, he also assists with any IT needs that come up, ranging from laptop repair to data migration. He works with web development as a hobby, as well as 3D printing/modeling, software development, and much more. He attends Rensselaer Polytechnic Institute and expects to graduate with a bachelor’s degree in Information Technology and Web Sciences in 2022. Afterwards, he hopes to take advantage of the co-terminal program to receive his master’s in 2023.
Rachel is the newest member of the team starting in the Spring of 2019. Her responsibilities as office assistant include customer service, preparing cases, paperwork, transfers, client onboarding and client data management, database management, client outreach and engagement. Rachel comes from a diverse background as a paralegal managing hundreds of real estate closings simultaneously as well as managing and scheduling large groups of people.
Outside of work Rachel stays busy with her family, cooking, snowboarding, kayaking, biking or some outdoor adventure!
Garrett joined Chadwick Financial Advisors in early 2019. He assists clients in whatever is needed to best serve them. Garrett is an expert consumer, very thrifty and can find creative ways to make it work. He has an extensive history in real estate and automotive dealings and has been a very opportunistic investor over many decades. He brings many talents to the firm, including being a savvy consumer, research, debt management, retirement plans, budgeting, protection strategies, family relationships and life planning. Garrett’s background has been in church leadership, leadership development, finance, counseling, and coaching baseball. Helping people to reach their greatest potential has been his mission. Garrett is eagerly learning the nuances of the financial advisory world and is applying his knowledge and life’s experiences to his new role at Chadwick Financial Advisors. At the same time, contributing to a team atmosphere where you enjoy coming to work.
Outside of work, Garrett is a motivated individual. He loves time with his family, especially his two granddaughters, Hayden and Scarlet. He soon will be a grandfather to his first grandson, Ky, and can’t wait. To them he is Papa. Garrett also enjoys boating, detailing and flipping cars as well as property management. He is usually fixing or cleaning something. When Garrett isn’t cleaning or fixing something you may find him watching the Red Sox or anything to do with New England sports. He is a connected part of his local church and available to minister to people in any way. This has been Bible studies, weddings, funerals, and counseling. Garrett lives in Harwinton with his wife DeAnna, and daughter Sydney. He has two married daughters who also live in Connecticut, Courtney and Hailey.