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.