CDs & IRAs

Timothy Ufford-Chase

Junior Financial Consultant

Timothy Ufford-Chase (Teo) will focus on developing and nurturing client relationships, providing personalized financial planning and investment management services. He will also collaborate closely with senior consultants to ensure seamless daily operations and a high standard of service across the advisory team.

Teo brings nearly two years of hands-on experience from his tenure at Passumpsic Bank, where he excelled as a Service Representative at the Newport branch and served as a New Hire Trainor. In both roles, he earned a reputation for dedication, approachability, and leadership, consistently supporting colleagues and enhancing client experiences.