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Liz Charron, CLU, AIF®

Liz Charron, CLU, AIF® 

President

After spending many years in the corporate environment, Liz craved more than what her executive roles could provide. She wanted to interact with clients in a more personalized way by providing them guidance in an industry that is typically rigidly up and down with a more caring and customized approach. So our “fearless leader” embarked on a journey to connect with people by helping them achieve their unique version of financial success.

Caring and expertise are at the core of everything she does, including her extensive community involvement. Currently, Liz is Chairman of the Lebanon Board of Finance and also serves on the Planned Giving Committee at the Windham Hospital Foundation. She is also an active member of St. Paul's Episcopal Church.

Liz and her husband Joe spend their time outdoors, hiking and kayaking and enjoying the company of family and friends.

FACT or FICTION: Liz has a penchant for handmade unique jewelry.