Skip to Main Content

Gain perspectiveWealth management

BerryDunn Wealth Management is now Daybreak Financial Partners

As part of a change in strategic direction and ownership in January 2022, all clients and staff of BerryDunn Wealth Management will transition to Daybreak, a boutique-style firm formed by Barbara Appleby, JD, AIF, and Kristin Guibord, MBA, AIF.

Barbara has served as Principal of BerryDunn Wealth Management and Kristin as Senior Investment Manager. Daybreak will continue its affiliation with Commonwealth Financial Network®, a national network of independent financial advisors dedicated to providing advisor-focused business solutions.  

As an independent firm, Daybreak will be positioned to provide personalized collaborative services on investment management, financial and estate planning, charitable giving, and other retirement planning.

Barbara can be reached at 207.541.2306 and Kristin can be reached at 207.541.2232.