Our Team

I began my financial services career in 1998, and formed Hadley Financial Group in 2001. I am an investment adviser representative of Eagle Strategies LLC, a Registered Investment Adviser.

I graduated from Dartmouth College and was a partner in a commercial insurance agency from 1984-1997. I am a 2023 member of the Million Dollar Round Table’s* “Top of the Table”, a global association of the world’s leading life insurance and financial professionals, as well as a 2022-2023 New York Life’s Chairman’s Council member.^{^}

I have served on the boards of the United Way of Chittenden County, and the King Street Center. In my spare time, I enjoy playing tennis, pickleball, and I am an avid rock and ice-climber. I have three children, six grand-children, and I'm married to Tammy.

I began working with New York Life in the summer of 2019 and joined Hadley Financial Group in January, 2021. A majority of my work focuses on helping young families start a financial plan, assisting owners and employees of closely held businesses, as well as offering services to help provide peace of mind to pre-retirees toward ensuring that their money will last for their lifetime.

I am a 2023 member of the Million Dollar Round Table*, a global association of the world’s leading life insurance and financial professionals, as well as 2022-2023 member of New York Life’s President’s Council^{^}.

A little about me…

I grew up in Essex, Vermont and have lived in the area almost my entire life. Knowing I wanted to establish myself in Vermont, I decided to attend Endicott College in the North Shore of Massachusetts so that I could experience a different environment for a few years. During my time at Endicott College, I received a BA in Finance and Business Management.

I am an avid sports fan and love to watch the Cowboys, Red Sox, Celtics, and UNC Tar Heels. When I am not working, I do my best to stay as active as possible. You can often find me at the gym or playing softball, basketball, soccer, and golf. I currently live in South Burlington with my wife Emily and we are looking forward to starting a family in the next few years.

Steve became an agent for New York Life Insurance in September of 1999 and worked out of the Vermont General Office until 2019 when he joined Hadley Financial Group. He is currently a Senior Partner of the firm. His work focus is helping pre-retirees prepare for the future, including many current and former school teachers and small business owners setting up retirement plans for their employees. He is a 2022-2023 New York Life Executive Council^{^} member and qualified for the Million Dollar Round Table* in 2019.

Steve has lived in Vermont the majority of his life. He graduated from Norwich University, completing both his Undergraduate and Master’s program in Biology. He enjoys downhill skiing in the winter and water skiing, and scuba diving in the summer.

I started working with New York Life in the fall of 2020 and joined Hadley Financial Group in May 2022. Most of my work focuses on helping the owners of closely held businesses with congruent insurance and financial strategies, working with pre-retirees helping them address managing long-term care costs and their retirement planning, as well as helping young families and individuals begin their financial journey.

In order to better help my clients, I am extremely active in the community. Currently I am Vice President of Prosperity BNI in Williston, a member of the Public Policy Committee for the Women Business Owners Network, and a volunteer with Mercy Connections. I am honored to be a 2023 qualifying member of the Million Dollar Round Table* as well as a 2022-2023 member of New York Life’s Executive Council^. Additionally, I volunteer every Monday at the Heineberg Senior Center, which keeps me connected in my neighborhood of the New North End of Burlington.

A little about me…

I grew up in Delaware, Central NY, and Vermont. I attended Syracuse University receiving a BA in International Relations and a Master of Public Administration. I have lived abroad in France, Israel, Ireland, and Turkey and prior to my current role, I spent several years in DC in the international development and national security realm. I came to Vermont seeking a change of pace and a reconnection with my family who live in Middlebury. When not working, you can find me watching Syracuse and Philadelphia Eagles games as well as playing strategy board games or trying my hand at winter sports.