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

​

​

​

• 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 

• CERTIFIED FINANCIAL PLANNER® practitioner

• 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

• 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

• 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

​

​

​