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Meet Our Team

PFA's core team of educated and experienced professionals provides insights, guidance and services needed to help you live your best financial future. Each member of our team is a specialist in his/her field. Together, we bring a breadth and depth of knowledge and experience in financial planning, protection products, investments, employee benefits and more. 

Meet our team below and contact us today.

Timothy A. Monty

Managing Partner, Financial Planner

Timothy A. Monty has been advising clients around Vermont and New England since 2004. Tim’s areas of expertise are fee based financial planning, retirement income planning, cash flow analysis, wealth management and protection...

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Rebecca M. Monty

Managing Partner, Financial Planner

Rebecca has been a top producer in the industry since she began her career in 2006. She provides a wide range of financial advisory services, including retirement planning, estate conservation, protection planning, and business...

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John R. Bourland

Financial Planner, Investment Advisor Representative, Financial Services Representative

John has been providing financial services to personal and business clients in Vermont and nationwide for over 30 years. He has been working in the current Vermont Baystate Financial office since 1992. John has held several positions...

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Melissa Reyes

Advanced Technology & Marketing Manager

Melissa is responsible for all of PFA's marketing campaigns. Prior to her work with PFA, Melissa led marketing efforts at a top local real estate firm, a professional trade association and a marketing/advertising company. She also...

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Betty Blanchard

Operations Assistant

Betty has years of client service and operations experience in both the financial and public sector. She was most recently a Program Technician with the State of Vermont, and previously worked as an Office Manager and Executive...

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