Many mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.

Megan Mandigo is a financial advisor at Silver Birch Financial LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Marble Trail Advisors and Parlour LLC. Silver Birch Financial is a fee-only investment adviser that provides comprehensive wealth management and financial planning to individuals, families, trusts, and charitable organizations. The firm uses fundamental analysis combined with long- and short-term strategies to manage portfolios primarily composed of equities, ETFs, no-load mutual funds, and fixed income.

Matthew Wootten is a financial advisor at Silver Birch Financial LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Addison Advisors LLC dba Marble Trail Advisors for 12 years prior to joining Silver Birch Financial in 2026. Silver Birch Financial is a fee-only investment adviser serving individuals, families, trusts, and charitable organizations with comprehensive wealth management and financial planning. The firm employs fundamental analysis and a combination of long- and short-term strategies to manage portfolios primarily composed of equities, ETFs, no-load mutual funds, and fixed income.

Stephen Boyce is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 credential. He has been with Marble Trail Advisors since 2021 and previously worked at People's United Bank for 22 years. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and integrates annual financial planning reviews with ongoing portfolio monitoring and rebalancing.

Skylar Atkins is a financial advisor at Marble Trail Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Davis and Associates and Vermont Book Shop. Atkins has been with Marble Trail Advisors since 2018. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and offers discretionary portfolio management as well as referrals to third-party money managers.

Donald Devost is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation and 15 years of industry experience. He has been with Addison Advisors LLC dba Marble Trail Advisors since 2010. Marble Trail Advisors is a fee-only wealth management firm serving individuals, families, trusts, and institutional clients, managing approximately $490.2 million in assets. The firm employs a fundamental, value-based investment approach and combines comprehensive financial planning with portfolio management and third-party manager referrals.

Jacob Haigh is a financial advisor with Capital Cities Investments in Middlebury, VT, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Community Investment Counselors, Capital Cities Investments, and Triad Advisors, Inc. since 2008-2009. Outside of his advisory work, he manages a rental property in Salisbury, VT. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds and ETFs, and employs third-party platforms for model implementation and automated rebalancing.

Eileen Mc Caffrey is a CFP® professional with four years of experience at Marble Trail Advisors. Prior to joining Marble Trail Advisors, she spent 17 years at Fothergill, Segal & Valley CPA's. Marble Trail Advisors is a fee-only firm providing comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm manages approximately $490.2 million and employs a fundamental, value-based investment approach combined with ongoing portfolio monitoring and financial planning reviews.

George Mitchell is a Series 65-licensed financial advisor with Capital Cities Investments, where he has worked for six years. His prior experience includes seven years at CDP Electric. He is also a licensed insurance agent with various carriers, dedicating less than one percent of his time to this activity. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds, ETFs, and automated platforms for portfolio monitoring and rebalancing.

Robert Fjeld is a financial advisor at Capital Cities Investments with five years of industry experience. He holds a Series 65 designation and has worked at Community Investment Counselors and Capital Cities Investments since 2020. Outside of his advisory role, Fjeld serves as a Medication Delegate and Behavior Interventionist at Counseling Service of Addison County. Capital Cities Investments serves a diverse client base including individuals, trusts, and corporations, providing portfolio management, financial planning, and pension consulting. The firm constructs diversified portfolios using mutual funds and ETFs with a focus on asset allocation and disciplined rebalancing, tailoring investment recommendations to each client's suitability factors.

Stuart Stevens is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Capital Cities Investments. He has been with Capital Cities Investments since 2011 and also holds roles at Community Investment Counselors, Vermont Precision Stone, Inc., and Adecco. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm employs a blend of active and passive asset-allocation strategies and utilizes third-party platforms for model implementation and automated rebalancing.

Corey Thacker is a financial advisor at Gannett Wealth Advisors in Middlebury, VT, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Sound Advisory, MassMutual Life Insurance Company, MML Investors Services, Quantum Leap Capital, and Porter Medical Center. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation services primarily for individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm’s investment approach combines passive and active strategies tailored to client risk profiles and incorporates unique offerings such as bitcoin custody and estate planning services.

Marc Tabah is a financial advisor at SVB Wealth with 33 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior experience includes roles at Forester Capital and Lazard Asset Management. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process and an Investment Committee to oversee manager selection and portfolio management, operating as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Danny Lattrell is a financial advisor with SPC who holds Series 66 and Series 63 licenses and has 34 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Lattrell Insurance since 1984. His other business activities include the sale of various insurance and annuity products through multiple companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice through several account programs.

Cassandra Fyles Graziano is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 registrations and nine years of industry experience. She has worked at New York Life Insurance Co. since 2016 and operates under the DBA name JCOHEN FINANCIAL for selling New York Life products and services. Previously, she worked at Castleton University from 2013 to 2017. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves as a trustee and treasurer for a local church, coaches high school golf, and is a board member of the Middlebury Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Oleg Kryzanovski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also operated a self-employed business for 17 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and the firm offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Michael Beckett is a financial advisor with Primerica Advisors in Brandon, VT, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and also maintains a thirty-year tenure with IBM. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.

Denise Palmer is a ChFC® with 29 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 24 years. Palmer is a board member of Green Up Vermont and provides administrative support for a family farm. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gopal Acharya is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials. He has held roles at PFS Investments Inc., Primerica Financial Services, Howard Center, and Aris Solutions, and previously worked for ten years at Synopsys Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports account custody through Pershing.

Patrick Dunn is a financial advisor with Primerica Advisors in Salisbury, VT, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of advising, he has been involved in local community roles including service with the Town of Salisbury and Middlebury Union High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera and its affiliated entities since 2014. Pearsall serves as board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures, third-party managers, and model portfolios.

Alec Herbert is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC and Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Mayhew is a Series 65-licensed financial advisor with LPL Financial, based in Middlebury, VT, and has seven years of industry experience. Her prior roles include positions at Wilmington Trust Investment Advisors and People's United Advisors, Inc. She also worked at People's United Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Scott Scribner is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors and Securities America. Outside of his advisory work, he is involved in several community and cultural organizations in Vermont, including serving as Vice President and New Member Chairperson of the Vermont Covered Bridge Society and chairperson of the Brandon Republican Town Committee. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-platform approach, utilizing asset-allocation tools, risk assessments, and portfolio management strategies that include a range of investment options and third-party solutions.