About Us
A Team That
Understands You
Etiquette Financial Partners was formed in 2018 when three experienced advisors came together with a shared vision for how financial planning should work. Eric Degnan started in the industry in 1997, Lindsey Driscoll in 2009, and Chris James in 2016. We built this firm on the belief that doing things the right way matters more than doing things the easy way.
Our name is a reference from the game of golf, where etiquette refers to the proper way to play, the rules to follow, and how to operate with courtesy and respect toward others. That idea drives everything we do. We hold ourselves to that standard because your financial future depends on it.
Christopher J. James, APMA®, MBA
Partner & Financial Advisor
“Knowing what's right doesn't mean much unless you do what's right.” – Theodore Roosevelt
Daniel Wilkinson
Financial Advisor
"Someone's sitting in the shade today because they planted a tree a long time ago." – Warren Buffet
Eric R. Degnan, CFP®, CMFC®
Managing Partner & Financial Advisor
“Focus on being productive, instead of busy.” – Tim Ferriss
Lindsey M. Driscoll, CFP®, AAMS®
Partner, CFP, & Financial Advisor
“When we give cheerfully and accept gratefully, everyone is blessed." – Maya Angelou
Lori M. Flood
Advisor Assistant
"The secret of success is to do the common things uncommonly well." — John D. Rockefeller Jr.
Lynn A. Snedden, MBA
Investment Strategist
“In a world where you can be anything, be kind.” – Jennifer Dukes Lee
Shirley A. Myers
Client Relationship Manager
“When your values are clear to you, making decisions becomes easier.” – Roy E. Disney