Experience and Credentials to serve you well

Professional designations require a significant investment of time and expertise and are indicative of financial professionals committed to expanding their skillsets to best serve their clients. Our team members hold numerous credentials and professional designations.

Joe Hameline, Jr. and Joe Hameline, III are both Certified Financial Planner professionals and Joe Hameline, III is also a Chartered Financial Consultant® and Chartered Life Underwriter®, while Erik Hameline is a Chartered Financial Analyst® and Brenda Kelley is a Financial Paraplanner Qualified Professional.

Our team has decades of combined financial industry experience, which enables us to apply our collective insight, wisdom and perspectives to addressing even the most complex financial matters. Consider how our credentials can benefit you:

The opening of the Champlain Canal in 1823 marked the beginning of Burlington’s stature as a port town.