Our main qualification is a single-minded devotion to helping our clients accomplish their goals and purposes in life.

Jim started in this profession in 1978. In addition to the learning that comes with experience finding answers for clients, he has also made a habit of formal study. Today he has the CLU and ChFC designations and is a CERTIFIED FINANCIAL PLANNER^TM certificant*.  In 2001, he completed a Master of Science in Financial Services (MSFS). You can click on any of these certifications if you want to know more about them.

Jim maintains membership in the Financial Planning Association, the National Association of Insurance and Financial Advisors, and the Society of Financial Services Professionals, where he served as President of the Vermont Chapter 1998-1999. These organizations offer him an opportunity through publications and meetings to keep up to date, and to learn from others how to better serve his clients. Click for links to these organizations.

Daniel Streeter has been a licensed Certified Public Accountant (CPA) for 10 years, and was awarded the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants in 2007.  Dan is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Vermont Society of Certified Public Accountants.

We believe that while degrees and designations are helpful, experience, access to a great network of experts, and putting our clients first is even more important. Listening well to clients, and making common cause with them to accomplish their most cherished goals is most important of all. 

Jim Hedbor is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and is licensed to sell securities in Vermont, Florida, Massachusetts, Minnesota, North Carolina, New York, New Hampshire, Texas and Virginia. He is licensed to sell insurance in Vermont, Minnesota, New Hampshire and North Carolina.

Daniel Streeter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and is licensed to sell investment products in Vermont, Minnesota, Indiana, Massachusetts, New York, New Jersey, Pennsylvania and Kansas. He is licensed to sell insurance in Vermont, Indiana, Minnesota, Massachusetts, Missouri and New Jersey.   Tax advice and services are offered independently of Equity Services, Inc.

Eloise Roberts Hedbor graduated Phi Beta Kappa from the University of Vermont, majoring in Economics and Political Science. Eloise handles managing the office, keeps the computers and other machines doing their jobs, and is always alert for ways we can better serve our clients. Eloise is independent of Equity Services, Inc.

*CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.