Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

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

Community participation

As a team we contribute annually to:

  • Camp Ta Kum Ta
  • Hunger Free Vermont
  • Vermont Youth Conservation Corps (VYCC)
  • King Street Center
  • Feeding Chittenden
  • Ronald McDonald House Charities
  • Spectrum Youth & Family Services
  • Vermont Children's Trust Foundation
  • Committee for Temporary Shelter (COTS)