Susan Goodell is a CFP® professional with 12 years of experience, currently serving at Otto & Associates, Inc. in Norwich, VT, where she has worked since 2009. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses, providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, utilizing no-load mutual funds, ETFs, and selective alternative investments.

Deborah Maher is a CERTIFIED FINANCIAL PLANNER™ at Otto & Associates, Inc. in Norwich, VT, with five years of industry experience. She has been affiliated with Otto & Associates since 1997. Otto & Associates, Inc. provides personalized financial planning and discretionary investment management primarily to individuals and families, as well as charitable organizations, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $286.6 million for about 155 clients, focusing on strategic asset allocation and using no-load mutual funds and ETFs with both fundamental and selective technical analysis.

David Otto is a CFP® professional with 22 years of experience in the financial advisory industry. He has been with Otto & Associates, Inc. since 1985 and is based in Norwich, VT. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses by providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, with core holdings in no-load mutual funds and ETFs, while incorporating private alternative investments and closed-end funds.