This is PFA

Accredited Investment Fiduciary® (AIF®) designation

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)

Chartered Financial Analyst (CFA) designation

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

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

CERTIFIED FINANCIAL PLANNER™ practitioner

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

Loves traveling and spending time on Cape Cod with her family

Certified Financial Marketing Professional (CFMP) designation

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!!)​​

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 husband outside hiking
 

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

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