About Us
What We Do
A Partner On
Your Life Journey
A journey is about the relationships made, not just the miles traveled. We understand the multitude of options out there. We value your partnership.
Our clients come from many different backgrounds and circumstances. We are proud to have many long-lasting, multi-generational relationships, which is directly attributable to our top-quality service.
Our Vision: To be a trusted and respected financial institution with a reputation for integrity that consistently delivers comprehensive financial planning advice and prudent investment solutions to clients.
Our Mission: To provide clients with unbiased, comprehensive, financial planning solutions to help achieve their lifestyle goals with complementing financial solutions offered by our owner and affiliate banks.
Our Team
Joseph P. Preddy, CFP®
President & CEO
Patrick L. Talcott, CTFA
Director of Asset Management & EVP
Kimberly L. Arms, CTFA
Chief Operating Officer & EVP
Randall E. Saulnier, AIF®, CTFA
Chief Business Development Officer & SVP
Amy Mayhew, CTFA
Senior Wealth Advisor & SVP
Joseph K. Jenkins
Wealth Advisor & VP
Suzanne L. Small
Wealth Advisor & AVP
Brian Wooten, CFP®
Wealth Advisor & AVP
Brian Cussimanio
Wealth Advisor
Alan J. Marcelle
Wealth Advisor
Jacob Ducharme
Wealth Advisor
Brandon Tieso, CFP®
Wealth Advisor
Linda Parenteau
Operations Manager & SVP
Michelle Charest
Investment & Trading Manager & SVP
Tara Cote
Investment & Trading Officer
Holly Thweatt
Wealth Administrative Officer & VP
Joslyn Letourneau
Senior Executive Assistant & AVP
Amanda Dagesse
Senior Wealth Associate Specialist
Caitlin Sanville
Senior Investment & Trading Specialist
Kristen Kilby
Administrative Officer
Cara Baggott
Wealth Associate
Elizabeth Scott
Wealth Associate
Kristen Walters
Investment & Trading Specialist
Abigail Burt
Administrative Associate
Abby Sweet
Wealth Associate
Cody Tilley
IT Support Coordinator
Brandi Henderson-Savoy
Senior Wealth Associate & AVP
Our Board of Managers
Caroline Carpenter
President & CEO of National Bank of Middlebury, Chair of the CFSG Board of Managers
Christopher Caldwell
President & CEO of Community Bancorp & Community National Bank
Michael G. McLaughlin
President, Bread Loaf Corporation
James Wheeler, Jr., Esq.
Lawyer & Director, Downs Rachlin Martin P.C.
Michelle McVetty, CPA
Partner | Cohos Advisors PLLC Lancaster, New Hampshire
Cindy S. Myhre
Owner, Cindy S. Myhre, CPA, PC
Jon Valsangiacomo
Attorney & Member, Valsangiacomo, Detora & McQuesten