Montpelier, VT Office

Fjolla Buza Sotak is a financial advisor with Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation and four years of industry experience. She previously worked at Interactive Brokers from 2018 to 2021 before joining Maple Capital Management, where she has been since 2021. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities using fundamental equity analysis and laddered maturity fixed-income strategies, tailoring services to client needs as discretionary managers, sub-advisors, or consultants.

Connor Herbruck is a financial advisor at Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation with four years of industry experience. He has been with Maple Capital Management since 2020. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm focuses on individual securities selection through fundamental analysis and employs a laddered maturity approach for fixed income, offering tailored strategies such as equity-only, balanced, fixed-income, and insurance-specific accounts.

Ramsey Luhr is a financial advisor at Maple Capital Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has been with Maple Capital since 2004. Maple Capital Management provides portfolio management and investment consulting services to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm offers a variety of account strategies and emphasizes individual securities selected through fundamental analysis, with an investment approach tailored to client objectives.

Caitlyn Wilkin is a financial advisor at Maple Capital Management, Inc. She holds a Series 65 designation and has three years of industry experience, including prior roles at Bracebridge Capital and various academic institutions. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, retirement plans, foundations, and corporations. The firm uses a fundamental analysis approach for equity selection and a laddered maturity strategy for fixed income, offering a range of account strategies tailored to client needs.

Thomas Rawlings is a financial advisor at Maple Capital Management, Inc. He holds a Series 65 license and has one year of industry experience. Prior to joining Maple Capital Management, he operated Rawlings Consulting Services, LLC for eight years. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities, emphasizing fundamental analysis for equities and a laddered maturity strategy for fixed income, with selective use of mutual funds and ETFs.

Timothy Mazurczak is a CFA® charterholder with four years of industry experience. He is currently with Maple Capital Management, Inc., having previously worked at Dowling & Partners, Sterling Investment Counsel, Northrop Grumman, and CITIGROUP. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm employs a fundamental analysis approach for equity selection and a laddered maturity strategy for fixed income, offering flexible account strategies and serving in various advisory roles tailored to client needs.

Debbie Montgomery is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at Maple Capital Management, Inc., where she has been since 2016. Her prior experience includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc. since 2014. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm uses a fundamental analysis approach for equity selection and a laddered maturity strategy for fixed income, offering tailored account strategies to meet varied client needs.

Richard Litchfield is a CFA® charterholder with seven years of experience in the financial industry, currently serving as an advisor at Maple Capital Management, Inc. since 2019. Prior to this, he worked at Allmerica Financial for 24 years. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities with fundamental analysis for equity selection and a laddered maturity strategy for fixed income, offering flexible account strategies tailored to client needs.

Miguel Rivas is a financial advisor at Maple Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Cornerstone Investment Partners and Deutsche Bank. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities through fundamental equity analysis and a laddered maturity strategy for fixed income, with options for equity-only, balanced, fixed-income, and cash management accounts tailored to client needs.

Elizabeth Lewis is a CFA® charterholder with 14 years of industry experience. She has been with Maple Capital Management, Inc. since 2012. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment approach focuses on individual securities with fundamental equity analysis and a laddered fixed-income strategy, complemented by selective use of mutual funds and ETFs.

Clayton Shiver is a CFA® charterholder with 16 years of industry experience. He has been with Maple Capital Management, Inc. since 2020 and previously worked at Stadion Money Management LLC for nine years. Maple Capital Management provides portfolio management and investment consulting services to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment process focuses on individual securities with fundamental equity analysis and a laddered fixed-income approach, offering customized account strategies and serving clients as discretionary manager, sub-advisor, or consultant.

Brody Hoffman is a financial advisor at Maple Capital Management, Inc. He holds a Series 65 designation and has three years of industry experience. His prior work includes positions at LaGue Inc and IG Wealth Management. Maple Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm emphasizes fundamental analysis in equity selection and a laddered maturity approach for fixed income, offering various account strategies tailored to client needs.

Timothy Wooster is a financial advisor at Maple Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Maple Capital since 2017, following a one-year tenure at the First Advisors division of First National Bank. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment process focuses on individual securities through fundamental analysis and a laddered fixed-income approach, offering various account strategies tailored to client needs.

David Bosworth is a financial advisor at Maple Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Community Trust Services and Merchants Trust Company. Maple Capital Management provides portfolio management and investment consulting to a diverse client base including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm’s investment process centers on individual securities with fundamental equity analysis and a laddered fixed-income approach, offering a variety of account strategies tailored to client needs.

Christopher Arthur is a CFA charterholder with 18 years of industry experience. He is currently with Maple Capital Management, Inc., where he has worked since 2025. Prior to that, he spent 10 years at Eaton Vance Management and Eaton Vance Distributors, Inc. Maple Capital Management provides portfolio management and investment consulting to a diverse range of clients, including individuals, families, trusts, retirement plans, foundations, endowments, corporations, and insurance companies. The firm focuses on individual securities through fundamental equity analysis and laddered fixed-income strategies, serving clients as discretionary managers, sub-advisors, or consultants.