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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Neil Resnik (CRD# 716435) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry.
Theodore Riehle (CRD# 1053690) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.
Timothy Ryder (CRD# 3096529) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Tim Sampson (CRD# 2296810) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 31 years of experience in the finance industry.
Jeffrey Steele (CRD# 2111373) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 33 years of experience in the finance industry.
Kathryne Stuempert (CRD# 3005680) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 26 years of experience in the finance industry.
Breanna Sykes (CRD# 6682801) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 6 years of experience in the finance industry. Breanna Sykes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Teese (CRD# 2135269) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 28 years of experience in the finance industry.
Rebecca Teese (CRD# 3135572) is an Investment Advisor Representative working at Edward Jones in Montpelier, VT and has over 10 years of experience in the finance industry. Rebecca Teese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Martin Thomas (CRD# 6756002) is an Investment Advisor Representative working at Edward Jones in Montpelier, VT and has over 6 years of experience in the finance industry.