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 - CTFA, CMA, AIF Vice President Investment Strategist, Certified Trust and Financial Advisor, Chartered Market Analyst, Accredited Investment Fiduciary (802) 751-4336 Email: rstewart@passumpsicbank.com

Over 14 years of experience in the areas of investment planning, market and securities analysis, securities trading, and portfolio management.

Anthony J. Ilacqua Assistant Vice President Financial Consultant 603-444-1735 (Littleton) 603-788-4300 (Lancaster) Email: tilacqua@passumpsicbank.com

Over 10 years of experience - including investment management, financial planning, estate planning, and retirement planning.