Life is a journey not a destination and when working with clients, Wayne constantly reminds others that there is so much more to life than money. He tries to inspire others through the work hard, play hard mentality that he and his family live every day. And always with a sense of humor!
His concentration of services offered revolves around financial planning and investment advisory, and with his experience and background in taxation, he has a much broader perspective to financial related matters than many others in the industry. He believes financial planning is an ongoing process not a once and done report, and he proactively tries to engage clients to deal with all of life events. Wayne’s relationship with clients is a year round experience and he believes too many other so called “planners” are more interested in selling products and getting a commission than actually providing real ongoing financial planning services.
In the summer of 2021 he joined Private Advisor Group, a register investment advisor, please feel free to give Wayne a call in Vermont, at 802-879-1010.
Wayne and his wife, Lisa, live in Essex Junction, VT and enjoy many year round outdoor activities.
KEEP LIVING THE DREAM!!
PROFESSIONAL, COMMUNITY AND OTHER AFFILIATIONS:
Partner in Ellsworth Segear & Company LLP, a CPA consulting firm.
Graduate of Leadership Champlain and Former Chair of Leadership Champlain Alumni Association and Leadership Champlain Board of Directors
Former Member of Jericho Elementary School Board, and CESU Policy and Negotiation Committees as well as the Voluntary Merger Planning Committee for Chittenden East Supervisory Union
Former Member of Board of Directors and Treasurer for Spectrum Youth and Family Services
Former Adjunct professor of accounting at Champlain College, Burlington, VT
Former presenter and speaker for continuing professional education for CPA's
Former Member of Vermont Department of Employment and Training Advisory Counsel
Former Chair of Finance and Development Committee and Treasurer for Champlain Senior Center and contributor to the Multi-Generational Center
Former Chair of Finance and Development Committee and Treasurer for King Street Youth Center