Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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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
  • Marblestone Wealth, Ameriprise Client Experience Award, 2022-2023

Community participation

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

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

In addition, we volunteer locally as a team annually. Last year, we spent a full day working to clear out overgrowth at the Green Mountain Audubon Center.

Our Team

We are a unified team with a strong culture. We've developed, together as a group, our values and guiding principles that are important to who we are as a team.

Our Values:

Integrity, Service, Teamwork, Commitment, Empowerment, Innovation, Sustainability

Our Guiding Principles - which capture the spirit of our culture:

  • 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
  • Invent & Simplify
  • Expand your curiosity