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A team approach

Our people collaborate to deliver highly personalized service to you.

Alex Coriddi
Alex Coriddi
CFP®
Wealth Advisor
Brian Kazanchy
CFP®, CFA, MBA
Partner and Wealth Advisor
Jane Newton
Jane P. Newton
CFP®, MBA
Partner and Wealth Advisor
Kathleen Rabiecki
Kathleen Rabiecki
Client Relationship Specialist

Kyle Kratochvil

Associate Wealth Advisor

As an Associate Wealth Advisor, Kyle is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. Kyle graduated from University of Vermont with a degree in Finance with a minor in Environmental Science. He is currently studying to attain his CERTIFIED FINANCIAL PLANNER™ Designation.

In his free time, Kyle loves the outdoors, skiing, and cooking. He has extensive leadership experience volunteering at Friendship Circle as a mentor.

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