David is the Founder and Managing Partner of Echelon Planning Group which is a comprehensive financial planning practice with locations throughout Northern New England.
With nearly 25 years of experience helping families prepare for college and retirement through a comprehensive network of association to help each individual achieve their particular objectives through education and disciplined decision-making processes.
David is also the founder and owner of Echelon College Planning, an educational organization developed to provide parents, students and school administrators a resource to stay in touch with up-to-date information and changes that have occurred in the college financial aid industry.
A Charter Member of the National Association of College Advocates, a member of Strategies for College and SAGE Tuition Rewards which offers scholarships for college bound students.
David enjoys spending time with his wife Sarah and two children. Passionate about hockey as a travel hockey parent as well as an avid golfer, boater and Netflix binge-watcher.
David Hodgkins is a Registered Representative of Securities America, Inc., member FINRA/SIPC.
Frank resides in Stratham, NH with his wife Jane and Moo, their rhodesian ridgeback.
Non-prot organizations involvement have included National Association of Insurance and Financial
Advisors (state board member), The Rotary Club of Exeter, Big Brothers and Big Sisters of the
Seacoast (Big Brother), Exeter Area Chamber of Commerce, Special Olympics and others.
He enjoys golf, attending sporting events (Red Sox and Patriots), community service, involvement in his church and spending time with family.
He earned his Bachelor of Business Administration from Middle Tennessee State University where he
was President of his association and on the Equestrian Jumping Team.
As a Fiduciary, Frank acts in the best interest of his clients.
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Frank DePeters is a Registered Representative of Securities America, Inc., member FINRA/SIPC.
Jared Record partnered with Echelon in 2017 as a highly accredited insurance representative. He has an extensive background in working with people and business owners in all stages of their financial lives.
Jared has found most of his clients want an easy explanation of their options, which often collides with the complexities and the myriad of insurance options available in today’s market. He’s able to provide clarity to his clients by detangling these often-murky pieces of the puzzle into plain language.
He provides independent recommendations through an educational process empowering his clients to make informed decisions that are tailored around a holistic strategy to ensure his clients meet their financial goals.
Jared’s financial acumen and ability were honed by an economics degree at Wheaton College. He currently resides in Kittery Maine with his wife Lindsey. They are both active in the community, and enjoy golf, fishing, skiing and taking their dog Chester to the beach.
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Scotty has been in the financial services arena for 10 years. He began his career in banking and joined Echelon in March 2018. He is passionate about helping individuals and small businesses with protection of their retirement income, tax efficient strategies, and business continuation. Scotty’s background in different languages allows him to impact the lives of a diverse group of clients that may otherwise be looked over due to language barriers. Scotty enjoys spending time with his family and friends, traveling with his wife Michele, as well as preparing Portuguese cuisine.
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After an eight year career in the banking industry, I found that there was more that I could offer to my clients. In 2016, after achieving another bachelor’s degree in Finance with a minor in Economics from the University of New Hampshire, I became a fully licensed Financial Advisor in NH, VT, ME, MA, RI, FL, and NY specializing in investing, college planning, retirement planning, and wealth management. Being able to guide a family or individual through life’s financial stages and help them pursue success and wealth has proven to be the most gratifying. There is a solution to most financial question and it is wonderful to be able to guide through this process.
I still work with horses and share a love for animals with my two daughters and husband. We stay active in our community and I am a member of the Concord Chamber of Commerce, Concord Young Professionals Network, and Lake Sunapee Young Professionals Network.
Amanda Alksnitis is a Registered Representative of Securities America, Inc., member FINRA/SIPC.
Bryan is a proven leader with over 14 years’ experience in business management, sales strategy and client relations. Excellent analytical aptitude with the ability to proactively recognize challenges and to develop new processes and programs to exceed targets. Dynamic personality and creative mindset with a dedication to personal integrity that drives repeated business successes. An experienced cross-enterprise leader with an entrepreneurial core.
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Lindsey began her career in the insurance industry in 2007 at Penn Mutual in Boston, MA, advancing through many roles within Underwriting, Contracting, Compliance and the Career Agency System. She then spent a bit of time with Mass Mutual as an Executive Assistant before joining Echelon in 2017 as the Director of Operations. She is responsible for the day-to-day oversight and administration of the organization, establishing and improving procedures and processes to ensure smooth functioning, as well as assistance to the Founder and Partners
Lindsey is a 2007 graduate of Wheaton College in Norton, MA where she earned a Bachelor’s degree in Psychobiology and a minor in Education. She currently resides in Kittery, Maine with her husband Jared and their beloved dog, Chester. In her spare time, Lindsey enjoys cooking, skiing, cycling, yoga/meditation and spending time with family and friends.
Scott is a seasoned wealth protection specialist who started helping families secure their retirement savings and legacy since 2003. Trusted and articulate wealth protection specialist who cuts through the red tape and explains your personal retirement options in plain English.
Praised throughout his career for really listening to his clients, attention to detail, relationship building, and presentation skills; Scott’s laser-like focus concerning your worry-free retirement strategy is his life’s passion. Scott has a very powerful viewpoint when it comes to your hard-earned money: “Never lose any money during your retirement years!”
Scott is a business graduate from Roger Williams University with focuses in accounting and economics. He enjoys spending time with his family, skiing, tennis, continuously learning, and volunteering at many great organizations.
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To see why Scott’s clients love working with him, just simply schedule a complimentary appointment.
