Financial Specialists

Knowledge and experience you can count on.

Daniel J. Kimbell, CTFA/CRSP

Daniel J. Kimbell, CTFA/CRSP

Executive Vice President, Managing Director

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

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.

Laurie C. Olszowy, CTFA

Laurie C. Olszowy, CTFA

Assistant Vice President

Laurie C. Olszowy has over 35 years banking experience with Passumpsic Financial Advisors. She is responsible for the administration of trust, estate, probate, agency, and retirement accounts.

Lyn Tober, AAMS, CFS, Investment Advisor Representative, Registered Representative

Lyn Tober, AAMS, CFS, Investment Advisor Representative, Registered Representative

Financial Consultant - Infinex Investments, Inc.

Lyn brings over 20 years of experience in the financial and retirement planning industry to the Passumpsic Financial Advisors team. She specializes in retirement and financial planning. Lyn’s holistic approach is complimented by her passion and commitment to helping customers reach their goals through the ongoing process of financial and retirement planning.

Michael Worden, Investment Advisor Representative, Registered Representative

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.

PFA Registered Offices

The brokerage/insurance program within Passumpsic Financial Advisors (PFA) has registered offices in St. Johnsbury, Newport, and Lyndonville, Vermont and Littleton and Lancaster, New Hampshire. PFA has access to all the products and services to compete with other financial providers. Securities are offered through Infinex Investments, Inc. Member FINRA/SIPC.


Helpful Information

Privacy Policy

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Not a deposit   | Not insured by any government agency

Securities Offered Through Infinex Investments, Inc. Member FINRA/SIPC

Not FDIC Insured  | Not guaranteed by the bank  | May go down in value