We Appreciate Your Partnership
Thank you to the attorneys, financial advisors, and accountants who help the Community Foundation bring together people and resources to make a difference in Vermont.
Central Vermont
F. Rendol Barlow Langrock, Sperry & Wool Middlebury, VT
Jonathan Bump, Esq. Law Office of Jonathan Bump, Esq. Orwell
Leo V. Connolly Edward Jones Braintree
Don Devost Marble Trail Advisors Middlebury
Pamela J. Douglass, CPA McCormack, Guyette & Associates, PC Rutland
John E. (Jeff) Fothergill, CPA Fothergill Segale & Valley Montpelier
Scott Hardy Venture 7 Advisors Burlington
Chad Hewitt Sullivan, Powers & Co Montpelier
A. Jay Kenlan, Esq. A. Jay Kenlan, Esq., PLLC Rutland
Theo Kennedy, JD, MPH Otis & Kennedy, LLC Montpelier
Gary Kupferer
Webber, Chapman, & Kupferer Rutland, VT
Gary W. Lange, Esq. Lange Law Offices Vergennes
Malissa Marshall Soaring Wealth LLC Bristol
Amy Menard Putnam & Menard LLC Middlebury
Christine D. Moriarty, CFP MoneyPeace, Inc. Bristol
Robert S. Pratt, Esq. Pratt Vreeland Kennelly Martin & White, LTD Rutland
Joe Preddy Community Financial Services Group Barre
Claudia Inés Pringles, Esq. Law Office of Claudia I. Pringles Montpelier
Steven E. Schindler, Esq. Schindler Law Office, PLC Rutland
M. Brent Sleeper, AIF Granite Financial Group Barre
Thomas W. Smith Planned Giving Startup Middlebury
Janice St. Onge Flexible Capital Fund Montpelier
Ebenezer Punderson, Esq. Brennan Punderson & Donahue Middlebury
James Swift Langrock, Sperry, & Wool Middlebury
Cathy Systo Edward Jones Barre
Wallace W. Tapia, CPA Tapia & Huckabay, PC Vergennes
Todd M. Walker GreenVest Wells
Betsy Wolf Blackshaw Law Office of Betsy Wolf Blackshaw Barre
Matt Wooten
Marble Trail Advisors Middlebury
Participants in the Kingdom East Afterschool Bike Club
northeast Kingdom
Vermont
Kenneth Kinder
Stifel Nicolaus
St. Johnsbury
Stephen P. Marsh
Community National Bank
Derby
John H. Marshall, Esq.
Downs Rachlin Martin PLLC St. Johnsbury
Anne Smith
A.M. Peisch & Co. St. Johnsbury
Erik Valdes, Esq.
The Law Firm of Erik Valdes Newport
David L. Willis
Zuccaro, Willis, & Sipples, P.C.
St. Johnsbury
Eric Wilson
Edward Jones
St. Johnsbury
northwest Vermont
L. Randolph Amis, Esq.
L. Randolph Amis Esq., PC
Burlington
Seth Anderson
Birch Tree Tax Shelburne
Lucinda M. Bain
Morgan Stanley Colchester
Ryan J. Bartley
Catamount Financial Advisors of Raymond James
Burlington
Jeanne C. Blackmore, Esq.
Trust Comapny of Vermont Burlington
Norman R. Blais
Law Office of Norman R. Blais
Burlington
Paul D. Briody, CFP
Wells Fargo Advisors
Burlington
Molly Bucci, Esq.
Clarke Demas & Baker, PLC
Burlington
Jason Cadwell, CPA/PFS, CFP
Vermont Pure Financial Shelburne
Keara Kresser
Lisa Campion, LMC Law, PLLC Colchester, VT
David Carris UBS Financial Services, Inc. South Burlington
Albert A. Cicchetti Little & Cicchetti, PC Burlington
C. Kirk Clarke, Esq. Clarke Demas & Baker, PLC Burlington
Leigh Cole, Esq. Dinse Burlington
Nancy K. de Tarnowsky, Esq. Dinse Burlington
Donald Dempsey Jr., CFP Dempsey Investment South Burlington
Charles N. Dinklage, CRPS Sequoia Financial Group Burlington
James L. Donohue, CPA, CFP Gallagher, Flynn & Company, PLC South Burlington
Jon R. Eggleston, Esq. Primmer, Piper, Eggleston & Cramer, PC Burlington
Sven Eklof Hanson & Doremus Investment Management Burlington
George Ewins Ewins, Kowalski & Swett Wealth Management of Raymond James Burlington
Hethba Fatnassi Gravel & Shea PC Burlington, VT
Chad Fitzpatrick TIAA-CREF Williston
Louise Gibbs
Westview Investment Advisors Burlington, VT
Kathryn G. R. Granai, CPA McSoley McCoy & Co South Burlington
Glenn A. Jarrett, Esq. Jarrett Law Office, PLC South Burlington
Richard J. Kowalski
Ewins, Kowalski & Swett Wealth Management of Raymond James Burlington
Mark Langan, Esq. Dinse Burlington
Omar Mahadeen Graddock
Morgan Stanley Stowe
Andrew Kestner, Esq.
Langrock, Sperry & Wool, LLP
Burlington
Craig Matanle McCormick, Fitzpatrick, Kasper & Burchard, P.C.
Burlington
Mark E. Melendy, Esq.
Sheehey Furlong & Behm
Burlington
Marcia S. Merrill, CPA Montgomery & Merrill PC
Burlington
Sharon Merritt Merritt & Merritt
Burlington, VT
David Mickenberg, Esq.
Mickenberg, Dunn, Lachs & Smith, PLC
Burlington
Colleen L. Montgomery, CPA Montgomery & Merrill PC
Burlington
Jeffrey M. Morin, CPA JMM & Associates Colchester
Emily R. Morrow, Esq. Emily Morrow Executive Consulting Shelburne
Brian R. Murphy, Esq. Dinse, Knapp & McAndrew, PC
Burlington
Ben Nostrand Westview Investment Advisors
Burlington
Kenneth M. Nussbaum, CPA/PFS, JD K. Nussbaum & Associates
Richmond
Leigh Keyser Phillips, Esq. Sheehey Furlong & Behm
Burlington
Hobart Popick, Esq. Langrock Sperry & Wool, LLP
Burlington
Pamela A. Rodriguez
Pamela A. Rodriguez, CPA Essex
Randall L. Sargent, CPA Jacobs, Morrissette, Marchand & Associates Colchester
Launa L. Slater, Esq.
Aaron J. Goldberg, PLC
Burlington
Tom Stretton, CPA
McSoley McCoy & Co South Burlington
Theresa R. Swett
Ewins, Kowalski & Swett Wealth Management of Raymond James Burlington
Nancy Westbrook One Day in July Burlington southern Vermont
Edgar T. Campbell, Esq. Woolmington, Campbell, Bent & Stasny, P.C. Manchester Center
Amelia Darrow, Esq. Seacrest and Darrow Brattleboro
Jack Davidson Trust Company of Vermont Brattleboro
William Deveneau, Esq. William Deveneau PLC Bennington
Joseph E. Little, CPA Park Place Financial Advisors, LLC Brattleboro
Kevin M. O’Toole, Esq. Law Office of Kevin M. O’Toole, Esq. Dorset
Kristin Reed, CPA, CFP Williams Financial Management, LLC Bennington
Laurie Rowell Rowell Law Office Brattleboro
Sharry A. Rutken, CTFA Trust Company of Vermont Manchester Center
Prentiss R. Smith Prentiss Smith and Company Brattleboro
Brian Vogel Manchester Capital Management, LLC Manchester
Rebecca Walsh Oak Maple Finance, LLC Burlington
James J. Williams Williams Financial LLC Manchester Center
Robert E. Woolmington, Esq. Witten, Woolmington, Campbell & Bernal, PC Manchester Center
upper Valley region (New Hampshire & Vermont)
Timothy W. Caldwell, Esq. Caldwell Law Lebanon
Ethan Frechette Stebbins Bradley, PA Hanover
Elizabeth Glenshaw Clean Yield Asset Management Norwich, VT
Susan Otto Goodell, CFP Otto & Associates, Inc. Norwich
Renee Harvey, Esq. Caldwell Law Lebanon
Eric W. Janson, Esq. Janson & Colgan, PLLC Lebanon
Mark E. Melendy, Esq. Sheehey Furlong & Behm Woodstock
Willemien Dingemans Miller, Esq. Downs Rachlin Martin PLLC Lebanon
Daphne Moritz, Esq. Sheehey Furlong & Behm Woodstock
Angela Nelson Peisch CPA and Advisors West Lebanon
David W. Otto, CFP Otto & Associates, Inc. Norwich
Henry Scheier, CPA, CFP Fine Plan Professional Corp. White River Junction
Shelley M. Seward, CFP Commonwealth Financial Network Lebanon
Alison Sherman Downs Rachlin Martin PLLC Lebanon
Fred Wainwright Ledyard Financial Advisors Hanover
Eric G. Werner Morgan Stanley Lebanon
out of state
Carlos Abundis II, CPA Great Lakes Management Consultants/CPAs Grosse Pointe, MI
David Armstrong Morgan Stanley Wealth Management Flemington, NJ
Barbara H. Cane, Esq. Cane & Boniface, PC Nyack, New York
Darren Castillo
Signature Securities Group Brooklyn, NY
Lisa Dale
Blue Granite Financial Portsmouth, NH
Ingrid S. Dyott Neuberger Berman New York City, New York
Laura Faul Folger Nolan Fleming Douglas, Washington, D.C.
John Harrington, PhD Harrington Investments, Inc. Napa, California
Robert Haver RBC Wealth Management Princeton, New Jersey
David Lazzaro Wells Fargo Advisors Fort Myers, FL
Stephen P. Magowan, Esq. Sunrise Management Services, LLC West Palm Beach, Florida
Ted Ober Welch & Forbes Boston, MA
E. Randall Ralston Charlottesville, Virginia
Stephen T. Rodd Abbey Spanier LLP New York City, New York
Matthew Ryan MSF, CFP GW & Wade, LLC Wellesley, Massachusetts
Beth Spurry Tred Avon Family Wealth Easton, Maryland
Tom Stransky Northwesten Mutual Bedminster, New Jersey
Robin Sweberg SRI-Core Equity Group at Neuberger Berman LLC New York City, New York
David A. Ward, Esq. Ward Legal Group, PC Keene, New Hampshire
Robert A. Wells, Esq. McLane, Graf, Raulerson & Middleton Manchester, New Hampshire