Our Team
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our financial professionals promise to offer you a new level of attention, insight, and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our financial professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Roger L. Webster
Roger has been in financial services since 1989.
He is a Registered Representative and Investment Advisor Representative of MML Investors Services, LLC. (MMLIS) and Licensed to sell Life Insurance.
Roger has a BA in Economics from the University of Vermont.
Roger has proven to the ability to build long lasting relationships with his clients by providing the service and support that today's clients expect. He specializes in asset management, retirement income planning, and advanced markets planning.
He was a founding member of the Vermont Children's Trust Foundation and has been very active in the local school system and youth athletics.
With his experience, along with the wide array of financial and insurance products, Roger can help make your financial journey enjoyable, understandable, and more secure for you and your family's financial future.
Roger is an 8th generation Vermonter who enjoys hunting, golf, and travel and has a passion for history. He lives in Colchester with his wife Stephanie and has three adult daughters.
Shawn D. Morin
Shawn has been in the financial service industry since 1994.
Shawn specializes in helping his families and businesses define their financial objectives and create plans to achieve them. His goal is to be a consistent resource to his clients as they progress through the various stages of their lives.
Shawn attended Champlain College and has his life and health, license and holds series 6 and 63 registrations.
Shawn lives in St. Albans with his three sons, Keegan, Colby and CJ who he enjoys playing all outdoor sports with. He is a member of the National Association of Insurance and Financial Advisors and is also an active and founding member of the Classic Mike Loyer Foundation.
Brittany L. Gaydos
As Practice Manager to our team, Brittany brings over ten years of experience in the financial services industry. Her roles include overseeing daily operations, new business processing, and managing service-related inquiries. With an extensive background in client services, Brittany prides herself in providing the best client experiences possible.
Brittany lives in Colchester with her husband, Daniel, and their three children, Hailie, Ellie and Jack. When not in the office she enjoys spending time with her family making memories.
Samantha B. Hillier
Samantha joined the team as an Operations Manager in July 2025 after graduating from the University of Vermont with degrees in Political Science and English.
With a background in events and nonprofit service, she brings her passions for community enrichment, education and empowerment to her role. Samantha focuses on supporting daily operations and prioritizing client service needs, striving to be a welcoming and informative resource for both new and long-standing clients. She takes pride in delivering thoughtful, detailed, and efficient financial services.
Outside of work, she fills up her cup through friends, family, travel, skiing, and live music.
Timothy B. Davis
Tim Davis has worked in the financial services industry for over 23 years and brings deep expertise in healthcare and retirement planning. He specializes in Medicare needs and retirement planning and has spent the last 15 years working closely with Medicare clients across both Vermont and upstate New York.
Tim began his career in 2003 with Northwestern Mutual Financial Services and then worked as an independent agent before joining North Star Financial Partners. His extensive knowledge of Medicare and retirement strategies has become a key resource for clients navigating complex healthcare decisions.
He earned a Bachelor of Science in Natural Resources Management from Fort Lewis College in Colorado and a Master’s in Environmental Law from Vermont Law School.
Tim lives in North Ferrisburgh, Vermont, with his wife, Martha. They have two children, one currently attending Tufts University and one who recently graduated from Fordham University and is living in Manhattan.
Before entering the financial services field, Tim worked as a flyfishing and hunting guide, and surveyed for the USFS. He still enjoys annual salmonfishing trips to Canada, as well as hiking, shooting and spending time outdoors with family and friends.
Gilles A. Owen
Gilles has been in financial services since 2008.
He grew up in Vermont and received his bachelor’s degree from Norwich University. He is a registered representative, holding the Series 6, Series 63 and 65 securities licenses, and his Vermont life insurance license. He also holds the Chartered Mutual Fund Counselor (CMFC™) designation.
Gilles’ investment background and his most recent role as a Retirement Plan Advisor has given him the opportunity to help many individuals and their families find financial freedom. He loves being able to help others with their financial concerns and utilize different strategies and tools to help get them to where they want to be.
He lives in Barre with his wife, Mossina, and their two daughters, Alayna and Addison. When he’s not spending time with his family or helping others improve their financial situation, he can be found wandering the woods either hunting whitetails or occasionally looking for his golf balls.