Our advisors

Jason K DuBois, Financial Advisor serving the Colchester, VT area - Ameriprise Advisors

Jason K DuBois

CRPC, ChFC®, APMA

Financial Advisor

Managing Partner of Marblestone Wealth
Learn more about Jason K DuBois Visit Jason K DuBois's website
Benjamin A Russell, Private Wealth Advisor serving the Colchester, VT area - Ameriprise Advisors

Benjamin A Russell

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Partner of Marblestone Wealth
Learn more about Benjamin A Russell Visit Benjamin A Russell's website
Timothy S Walsh, Financial Advisor serving the Colchester, VT area - Ameriprise Advisors

Timothy S Walsh

CFA®

Financial Advisor

Managing Partner of Marblestone Wealth
Learn more about Timothy S Walsh Visit Timothy S Walsh's website

Marcy Smith

Associate Financial Advisor

Learn more about Marcy Smith Visit Marcy Smith's website
William Harrison, Financial Advisor serving the Colchester, VT area - Ameriprise Advisors

William Harrison

APMA

Financial Advisor

Learn more about William Harrison Visit William Harrison's website

Our team

Jilene M. Guttenfelder

Jilene M. Guttenfelder

Operations Manager

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Securities Industry Essentials (SIE)

Roles & Responsibilities

  • Oversee Day-to-Day Operations
  • HR support
  • Projects & Events
  • Process Improvements
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Marcy Smith

Marcy Smith

Paraplanner

Qualifications

  • FINRA Series 6, 7, 24, 63, and 65

  • Master of Science (MS), Administration, Business Administration, Saint Michael's College, Colchester, VT

  • Bachelor of Arts (BA), Journalism, Saint Michael's College, Colchester, VT

Roles & Responsibilities

  • Retirement Planning Strategies, Insurance, Investments, Family Finances, and Cash Flow Management Strategies
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Jeffery A. Thompson

Jeffery A. Thompson

Client Concierge

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Series 66 Licensed

Roles & Responsibilities

  • Money Movement
  • Account Maintenance & Transfers
  • Client Service
  • Mentor/Coach
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Maria L. Couture

Maria L. Couture

Financial Planning Specialist

Roles & Responsibilities

  • Meeting Preparation & Follow up
  • Ameriprise.com Support
  • Assists with all data related to Financial Planning
  • Assists in Daily Office Support
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Colin M. Atkinson, APMA<sup>®</sup>

Colin M. Atkinson, APMA®

Client Service Coordinator

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 66 Licensed
  • APMA®

Roles & Responsibilities

  • Money Movement
  • Account Maintenance & Transfers
  • Client Service
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Necia A. Gorton

Necia A. Gorton

Client Service Coordinator

Roles & Responsibilities

  • Appointment Scheduling
  • Client Reception
  • Phone Management
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