Our Trusted Partners in Advising
Thanks to the many people who have helped create a more vibrant Vermont by referring clients to the Community Foundation. We’re proud to partner with attorneys, financial planners, tax advisors, and others—combining our deep knowledge of philanthropy with their financial and estate planning expertise to help clients make informed decisions, achieve their financial and charitable goals, and build a legacy that reflects their values.
Central Vermont
F. Rendol Barlow Langrock, Sperry & Wool Middlebury
Kevin Brennan, Esq. Brennan, Punderson, & Donahue Middlebury
Jonathan Bump, Esq. Law Office of Jonathan Bump, Esq. Orwell
Leo V. Connolly Edward Jones Braintree
Don Devost Marble Trail Advisors Middlebury
John E. (Jeff) Fothergill, CPA Fothergill Segale & Valley Montpelier
Scott Hardy Venture 7 Advisors Burlington
Chad Hewitt, CPA Sullivan, Powers & Co Montpelier
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, CFP®, SLU, AIF Granite Financial Group Barre
Thomas W. Smith Planned Giving Startup Middlebury
Janice St. Onge Flexible Capital Fund Montpelier
James Swift Langrock, Sperry, & Wool Middlebury
Cathy Systo Edward Jones Barre
Todd M. Walker GreenVest Wells
Betsy Wolf Blackshaw Law Office of Betsy Wolf Blackshaw Barre
Matt Wooten Marble Trail Advisors Middlebury
Northeast Kingdom
Kenneth Kinder Stifel Nicolaus St. Johnsbury
Stephen P. Marsh Community National Bank Derby
John H. Marshall, Esq. Downs Rachlin Martin PLLC St. Johnsbury
Erik Valdes, Esq. The Law Firm of Erik Valdes Newport
Eric Wilson Edward Jones St. Johnsbury
Northwest
Seth Anderson Birch Tree Tax Shelburne
Lucinda M. Bain Morgan Stanley Colchester
Jeanne C. Blackmore, Esq. Trust Comapny of Vermont Burlington
Paul D. Briody, CFP Backshore Wealth Burlington
Jason Cadwell, CPA/PFS, CFP Vermont Pure Financial Shelburne
Lisa Campion LMC Law, PLLC Colchester
David Carris
Morgan Stanley South Burlington
Albert A. Cicchetti Little & Cicchetti, PC
Burlington
C. Kirk Clarke, Esq.
Clarke Demas & Baker, PLC
Burlington
Leigh Cole, Esq. Dinse
Burlington
Donald Dempsey Jr., CFP Dempsey Investment South Burlington
Charles N. Dinklage, CRPS Sequoia Financial Group
Burlington
James L. Donohue, CPA, CFP Hickok & Boardman 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
Chad Fitzpatrick Tenured Advisors Williston
Louise Gibbs Westview Investment Advisors
Burlington
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
Sharon Merritt
Merritt & Merritt
Burlington
Jeffrey M. Morin, CPA JMM & Associates
Colchester
Emily R. Morrow, Esq.
Emily Morrow
Executive Consulting
Shelburne
Ben Nostrand Westview Investment Advisors
Burlington
Jeffrey Nowell, Esq.
Mascoma Wealth Management
Burlington
Kenneth M. Nussbaum, CPA/ PFS, JD
K. Nussbaum & Associates
Richmond
Carol Pfeiffer, Esq Dinse Burlington
Hobart Popick, Esq.
Langrock Sperry & Wool, LLP
Burlington
Pamela A. Rodriguez
Pamela A. Rodriguez, CPA Essex
Randall L. Sargent, CPA
JMM & Associates Colchester
Launa L. Slater, Esq. Wiener & Slater
Burlington
Tom Stretton, CPA
McSoley McCoy & Co South Burlington
Theresa R. Swett
Ewins, Kowalski & Swett Wealth Management of Raymond James Burlington
Rebecca Walsh
Oak Maple Finance, LLC
Burlington
Nancy Westbrook One Day in July
Burlington
Southern Vermont
Edgar T. Campbell, Esq. Woolmington, Campbell, Bent & Stasny, P.C. Manchester Center
Lisa Counsell, CTFA Trust Company of Vermont Manchester
Amelia Darrow, Esq. Seacrest and Darrow Brattleboro
William Deveneau, Esq. William Deveneau PLC Bennington
Joseph E. Little, CPA Downey, Pieciak, Fitzgerald & Co Brattleboro
Kevin M. O’Toole, Esq. Law Office of Kevin M. O’Toole, Esq. Dorset
Laurie Rowell Rowell Law Office Brattleboro
Prentiss R. Smith Prentiss Smith and Company Brattleboro
Brian Vogel Manchester Capital Management, LLC Manchester
James J. Williams Williams Financial LLC Manchester Center
Upper Valley Region
Timothy W. Caldwell, Esq. Legacy Counsellors North Lebanon, NH
Ryan Flatley
Downs Rachlin Martin PLLC Lebanon, NH
Jennifer Fowler Ledyard Bank Hanover, NH
Elizabeth Glenshaw
Clean Yield Asset Management Norwich
Susan Otto Goodell, CFP
Otto & Associates, Inc. Norwich
Renee Harvey, Esq. Legacy Counsellors North Lebanon, NH
Eric W. Janson, Esq. Janson & Colgan, PLLC Lebanon, NH
Mark E. Melendy, Esq. Sheehey Furlong & Behm Woodstock, NH
Willemien Dingemans Miller, Esq. Downs Rachlin Martin PLLC Lebanon, NH
Daphne Moritz, Esq.
Sheehey Furlong & Behm Woodstock
Angela Nelson
Peisch CPA and Advisors West Lebanon, NH
David W. Otto, CFP Otto & Associates, Inc. Norwich
Shelley M. Seward, CFP Commonwealth Financial Network Lebanon, NH
Alison Sherman
Downs Rachlin Martin PLLC Lebanon, NH
Fred Wainwright Ledyard Financial Advisors Hanover, NH
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, NY
Darren Castillo Flagstar Advisors Brooklyn, NY
Kathleen Christensen, CPA, CDFA
Connecticut Wealth Management, LLC Farmington, CT
Ingrid S. Dyott Neuberger Berman New York City, NY
Laura Faul
Folger Nolan Fleming Douglas, Washington, D.C.
John Harrington, PhD
Harrington Investments, Inc. Napa, CA
Mack Hartwell, CFP, CIMA
Merrill Lynch Wealth Management: The Hartwell Team Columbus, OH
Robert Haver
RBC Wealth Management Princeton, NJ
David Isaacs, CPA
SRK Management New York, NY
David Lazzaro
Wells Fargo Advisors Fort Myers, FL
Stephen P. Magowan, Esq. Sunrise Management Services, LLC
West Palm Beach, FL
Ted Ober
Welch & Forbes Boston, MA
E. Randall Ralston Charlottesville, VA
Stephen T. Rodd Abbey Spanier LLP New York City, NY
Matthew Ryan MSF, CFP Focus Partners Wellesley, MA
Beth Spurry Tred Avon Family Wealth Easton, MD
Tom Stransky Northwesten Mutual Bedminster,NJ
Robin Sweberg SRI-Core Equity Group at Neuberger Berman LLC New York City, NY
David A. Ward, Esq. Ward Legal Group, PC Keene, NH
Robert A. Wells, Esq. McLane, Graf, Raulerson & Middleton Manchester, NH