Knowledge and experience you can count on.
Daniel J. Kimbell, CTFA/CRSP
Executive Vice President, Managing Director
Investment Executive, Infinex Investments, Inc.
Daniel has 40 years of experience in investment management financial planning, estate planning fiduciary relationship management and retirement funding.
Ryan J. Stewart, CTFA, CMA, AIF
Vice President, Chief Investment Officer
Ryan has over 28 years of experience in the areas of securities analysis, securities trading, investment planning, and portfolio management.
Daphne Bullock, CTFA
Assistant Vice President, Trust Administrative Officer
Daphne has been with Passumpsic Financial Advisors for over 2 years. She is responsible for the administration of trust, estate, probate, agency and retirement accounts.
Angela Roy, AFIM, FMVA, CMSA
Assistant Vice President, Investment Analyst
Angela joined Passumpsic Financial Advisors in 2019, having previously worked for Passumpsic Bank. Angela is responsible for assisting the Chief Investment Officer in the management of PFA's stock and bond portfolios including the bank's own stock portfolios.
Robert Thompson, Financial Consultant-- Passumpsic Financial Advisors
Registered Representative - Infinex Investments, Inc
Licensed FINRA Series 7 & 63
Robert is based in our St Johnsbury offices meeting with clients helping them meet their financial planning goals. Previous to joining Passumpsic Financial Advisors Robert was a Trust Officer with Community Financial Services Group for several years acting in a dual role also providing investment services with LPL Financial as a Registered Representative. Robert and his family live locally in the Northeast Kingdom.
Michael Worden, Investment Advisor Representative, Registered Representative
Financial Consultant - Infinex Investments, Inc.
Michael joined Passumpsic Financial Advisors in 2015 as a Financial Consultant, having previously been employed by Edward Jones Investment Services. He looks forward to working with customers in the Northeast Kingdom of Vermont to meet their financial planning goals. Michael is registered in securities and licensed in annuities and long-term care insurance.