Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Family Finances
  • Insurance

Awards & recognition

  • Marblestone Wealth, Forbes Best-in-State Wealth Management Teams, 2024 - 2026
  • Marblestone Wealth, Ameriprise Client Experience Award, 2022 - 2025
  • Benjamin A Russell, Ameriprise Ultimate Digital Excellence Award, 2023 - 2024
  • Jason K DuBois, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

We had the opportunity to volunteer at The People's Farm at Intervale Center in Burlington, VT.
We had the opportunity to volunteer at The People's Farm at Intervale Center in Burlington, VT.

As a team we like to support our local community. We contribute annually to local non-profit organizations shown below:

  • Camp Ta-Kum-Ta
  • Community Health Centers of Burlington benefiting Safe Harbor
  • Humane Society of Chittenden County
  • King Street Youth Center
  • Spectrum Youth & Family Services
  • Vermont Children's Trust Foundation
  • Vermont Youth Conservation Corps (VYCC)

In addition, we volunteer locally as a team annually. Previously we spent a full day working to clear out overgrowth at the Green Mountain Audubon Center. This summer, we got lucky with a beautiful day and helped save the veggies - see photo!

Learn more about our caring team

Our Mantra:

Invested in Family

Our Core Values:

Integrity, Teamwork, Service

Our Cultural Values:

Sustainability, Empowerment, Commitment

Our Guiding Principles capture the spirit of our culture are show below:

  • Attitude makes all the difference
  • Every interaction creates a story
  • We leverage each other's strengths
  • Start where you are
  • Enjoy the ride
  • Leadership from every chair

Our photos

3 albums
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