Why We’re Different

Our team treats you like family because we care what happens to yours.

A dedicated team

A dedicated team of caring and trustworthy advisors is just the beginning of what makes Butler Financial different. Our team has amassed decades of experience helping clients achieve their goals in a breadth of industries.

Our experience

Our experience and size allows us to focus on a range of services designed to best aid you in wealth management, whether that is for crucial moves to enjoy retirement now or thoughtful preparation to protect the future.

Our Team

Daniel E. Butler, CFP®
  • Role/Position: Founder, Butler Financial; Financial Advisor, RJFS
  • Years of Experience: 30
  • Did you know? Dan Butler began in the securities industry in 1989 and joined Raymond James Financial...
Jennifer L. Sonson, CFP®
  • Role/Position: Wealth Manager, RJFS
  • Years of Experience: 12
  • Did you know? Jenn has been serving the clients of Butler Financial since 2007. She is a Wealth Manager on...
Michael L. Nichols, CFP®, A.I.F.
  • Role/Position: Wealth Manager, RJFS
  • Years of Experience: 11
  • Did you know? Mike has spent the last 5 years assisting individuals in constructing long-range financial...
Renée DiFrancesco
  • Role/Position: Client Services Manager
  • Did you know? Renée provides quality client services with many years of experience. She is able to...
Heather Schaen
  • Role/Position: Business Development Manager
  • Did you know? Welcome Heather Schaen to the Butler Financial Team! Heather is a welcome addition to our team...

Our Processes

At Butler Financial, we understand there is more to people than just the numbers. We work to communicate simply and effectively to personalize our services to your financial needs and goals.

Our services cover every stage of life, from preparing for your child’s or grandchild’s education to planning for retirement. Whatever the milestone may be, we will be right there, ready to serve your needs.

  • How will your retirement unfold?
  • How can you strive to preserve and manage your hard-earned wealth?
  • Do you have enough to last?
  • Key questions form the foundation of honest, straightforward communication that ensures a strong plan.

Let’s Talk

Our relationship starts with an honest conversation. As we get to know you, we learn about your objectives, your perspective on risk and your liquidity needs. We then customize a plan to support your personal goals through professional investment management and strategic planning.


After a few conversations together, our advisors access high-caliber research and analysis to determine a plan that suits your financial objectives. We will provide our recommendations, grounded in years of experience, present an outline of the action steps, and collaborate with you to define and reach your goals.


Our precise implementation process is made possible by honest and straightforward communication. Once you have settled on a plan you feel comfortable with, we put it into action by finding investment vehicles and services uniquely suited to your needs, goals and risk tolerance.


After establishing your plan, we review your progress to ensure it keeps working for you through all of life’s changes. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.

Book for Financial Stability for life

True Wealth Is A Matter Of Deciding What You Want to Achieve With Your Capital And Ultimately Living Within Your Means.

- Daniel E. Butler, Author of Financial Stability for Life

Schedule an Appointment

Book your appointment with one of our CERTIFIED FINANCIAL PLANNER™ professionals.