This is PFA

Managing Partner, Financial Planner,
Investment Advisor Representative

• Accredited Investment Fiduciary®

• Experienced advisor with expertise in retirement income planning, cash flow analysis, wealth management and protection solutions

• Enjoys spending time outdoors with his wife and two children

• Outdoor enthusiast (mountain biking, hiking, paddling, kayaking, golfing)

Investment Advisor Representative

• Chartered Financial Analyst

• Reputable investment strategist with 30 years of experience in analysis and

• implementation

• Loves a challenge and is skilled at solving complex problems

• Enjoys traveling with his wife and spending time with family

Financial Advisor

• Enthusiastic UVM graduate passionate about helping individuals reach their financial goals through education, analysis, planning, and implementation

• Camp Ta-Kum-Ta summer week staff member

• Enjoys boating, skiing, golfing

Paraplanner, Baystate Financial 

• Certified Financial Planner

• Focused data junkie, supporting PFA with in-depth analysis from Massachusetts-based office

• Loves traveling and spending time on Cape Cod with her family

Director of Marketing & Business Development

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• Certified Financial Marketing Professional

• Creative director and driving force of PFA's brand strategy

• Enjoys the beach, travel and exploring new places

• Fan of true crime books & podcasts

• Mother of two teenagers (help me!!)​

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Financial Planner

• Driven professional committed to providing top-quality financial planning services to each and every individual and business client based on their unique situation, risk tolerance and goal analysis

• Spends free time with her fiancé outside hiking
   

Operations Manager

• Organized and dedicated at the heart of it all, supporting advisors and clients with unparalleled expertise, passion and patience

• Spends free time enjoying her rural property with her husband

from Baystate Financial 

• Abigail Shields, Director of Financial Planning​

• David Grebber, J.D., LLM, LUTCF, Agency Director - Advanced Markets​

• Herbert K. Daroff, J.D.*, CFP®, AEP®, Director of Estate & Business Planning