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Financial Specialists

We work with our clients for tax sensitivity, long and short-term liquidity needs, building personalized portfolios to protect and grow wealth, trust & estate planning, retirement planning.

 

Daniel J. Kimbell - CTFA

Senior Vice President
Senior Investment Officer, Certified Trust and Financial Advisor

(802) 751-4334
Email: dkimbell@passumpsicbank.com

Over 20 years of experience—including investment management financial planning, estate planning, fiduciary relationship management, retirement funding.

 

Ryan J. Stewart - CFMA, CTFA

Assistant Vice President
Investment Strategist, Certified Financial Management Analyst

(802) 751-4336
Email: rstewart@passumpsicbank.com

Over 12 years of experience—including financial planning, investment analysis, portfolio management, fiduciary relationship management, retirement plans, tax planning.

Supporting Communities in Northern Vermont and New Hampshire.