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PFA News

Updated: Mar 11, 2020

What a great way to spend a beautiful summer night in Vermont ... at a Lake Monsters game! Advisors, staff, clients and friends gathered last Saturday for baseball, food, Star Wars characters, and post-game fireworks at PFA's annual Lake Monsters Client Appreciation Night at Centennial Field.

This is the third year for this event, designed to show our gratitude to our clients for giving us the opportunity to serve them.

We would like to thank everyone who came out to spend the evening with us, as well as all of the Lake Monsters' staff for helping us host a successful event again this year. We would also like to thank Jackson National for their continued support of this fun event.

Here are a few photos we snapped in between mingling, eating and chasing our kids around:

If you missed this year's event but want to get on the list for 2020, let your advisor know!


Updated: May 23

COLCHESTER, VT, April 23, 2019 - Professional Financial Associates, LLC (PFA) in Colchester is pleased to announce the addition of George Lee to the team as an Investment Advisor Representative. George brings more than 30 years of investment management experience, working with Sentinel Investments, Dwight Asset Management, and KDP Investment Advisers. He has worked in a variety of capacities, both as a quantitative investment analyst and as a high yield credit analyst.

George Lee, CFA

George brings a broad range of experience and training to help simplify the investment process in today’s complex financial and economic environment. Working from a foundation of knowledge, integrity and service, he has earned a reputation as a respected and effective professional.

“We couldn’t be more excited to have George on the PFA team,” said Timothy Monty, Managing Partner. “His experience allows us to raise the bar further in our wealth management services and drive additional value to clients who trust the PFA team to manage their assets.”

George holds a BA from Stanford University and an MA in Economics from New York University. He obtained his CFA® (Chartered Financial Analyst) designation in 1992. ​George was, previously, a member of the board of directors of the Vermont Institute for Science, Math and Technology.

PFA provides a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. From financial planning to protection products to business benefits administration, PFA provides comprehensive financial services to clients in Vermont and throughout New England.



Updated: Feb 19, 2021

On May 5th, members of the PFA team, along with their families, clients and friends will once again be participating in the annual COTS Walk. This is an important event where we all learn about homelessness in our community and pledge to make a difference, and we would love your support!

The 3.5-mile trek around downtown Burlington starts from Battery Park and follows the path a person experiencing homelessness might travel to connect with COTS shelter and services.

Check-in begins at 1 p.m., and the Walk kicks off at 2 p.m. Walkers head down the Church Street Marketplace, up Main Street and into surrounding neighborhoods. Along the way, walkers are invited inside of COTS’ numerous buildings.

The Walk takes about 1-2 hours to complete, ending back at Battery Park where walkers are met with music and Ben & Jerry’s.

Whatever you can give will help - it all adds up! And we hope to see you there!

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