Kyle is one of the founders of the firm who dedicates his time to strategic oversight of the firm and working directly on client engagements. He is an experienced and effective advisor who truly enjoys guiding the firm’s clients in reaching their financial goals and objectives. He has particular expertise in working with private businesses owners and has extensive expertise in the specialized wealth management techniques these situations require. He has a BA from Castleton State and an MBA from Clarkson University.
Beth enjoys helping her clients through the strategic decisions to improve their families’ financial lives and reach their life goals. Her clients appreciate her knowledge base, dedication to client service and disciplined financial planning process. She brings to each engagement her integrity and client experience across individuals, families in transition, families with special needs children and business owners. She is a Certified Financial Planner™ and Registered Investment Advisor representative. She has an AS from Westbrook College/UNE, a BS from University of New Hampshire, Tax Accounting Certificate from Champlain College and Financial Planning Certificate from Boston University. Beth serves on the Vermont Family Network Board. Beth lives in Williston, VT with her husband, son and beloved black Labrador.