Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our Team
Joseph P. Preddy, CFP®
President & CEO
Patrick L. Talcott, CTFA
Director of Asset Management & EVP
Patrick Talcott is a Senior Vice President, Regional Manager, and Senior Wealth Advisor for Community Financial Services Group and works out of CFSG’s St. Albans office. Patrick joined the firm in 2019 and has 25+ years of wealth...
Kimberly L. Arms, CTFA
Chief Operating Officer & EVP
Randall E. Saulnier, AIF®, CTFA
Chief Business Development Officer & SVP
Randall E. Saulnier has been in the financial industry since 1987 when his investment career began at State Street Corporation. The majority of his 21+ years were in the treasury group trading fixed income. Randall is the Chief...
Amy Mayhew, CTFA
Senior Wealth Advisor & SVP
Joseph K. Jenkins
Wealth Advisor & VP
Joseph Jenkins is a Vice President and Wealth Advisor with Community Financial Services Group, based in CFSG’s Newport office serving the Northeast Kingdom. With over thirty years of experience, Joe began his career in Boston with...
Suzanne L. Small
Wealth Advisor & AVP
Suzanne L. (Suzie) Small is a Wealth Advisor and Assistant Vice President with Community Financial Services Group, based out of the Newport office and proudly serving the Northeast Kingdom. Suzie has over 14 years of experience in the...
Brian Wooten, CFP®
Wealth Advisor & AVP
Brian Wooten is a Wealth Advisor and Assistant Vice President with Community Financial Services Group based in CSFG’s Burlington and St. Albans offices. Brian began his career in financial services with Charles Schwab in 1995 in...
Brian Cussimanio
Wealth Advisor
Brian Cussimanio is a Wealth Advisor with Community Financial Services Group serving the Northeast Kingdom and New Hampshire. Brian has over 20 years of experience in the securities industry. He has worked at major investment firms and...
Alan J. Marcelle
Wealth Advisor
Jacob Ducharme
Wealth Advisor
Jacob Ducharme joined Community Financial Services Group in 2024 as a Wealth Advisor based out of our office in Middlebury serving all of Vermont and beyond. Jacob started his career with Fidelity Investments soon after graduating from...
Brandon Tieso, CFP®
Wealth Advisor
Brandon D. Tieso is a Wealth Advisor with Community Financial Services Group, based in CFSG's Burlington office. He holds the CERTIFIED FINANCIAL PLANNER™ certification.Prior to joining CFSG, Brandon served as a Financial Advisor and...
