Mascoma Wealth Management

Bethany Dubuque is a financial advisor at Mascoma Wealth Management with six years of industry experience. She holds a Series 65 designation and has previously worked at People's United Bank before joining Mascoma Bank in 2021. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on diversified, low-cost ETF-based core portfolios supplemented by active and strategic allocations, supported by an in-house Investment Committee.

Zuzana Brochu is a CFP® professional with eight years of industry experience, currently serving at Mascoma Wealth Management since 2022. Her prior experience includes four years at People's United Advisors, Inc. and sixteen years at People's United Bank, N.A. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a diversified, low-cost ETF core, supplemented by active and strategic allocations guided by an in-house Investment Committee.

Joplin Wallace is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Mascoma Bank, Ledyard National Bank, and BaySon Company. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations reviewed by an in-house Investment Committee.

Jeffrey Nowell is a financial advisor at Mascoma Wealth Management in Burlington, VT, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has worked at Mascoma Wealth Management since 2021 and previously spent 13 years at People's United Advisors, Inc., and 7 years at Ameriprise. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profits, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on diversified, low-cost ETF exposure, supplemented by active strategies vetted by an in-house Investment Committee.

Michael Hemingway is a financial advisor at Mascoma Wealth Management in Hanover, NH, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mascoma Bank and Citizens Securities, Inc. Outside of finance, his background includes roles at Proctor Academy and Margaritas Restaurant. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach that emphasizes a diversified, low-cost ETF core supplemented by active and strategic allocations guided by an in-house Investment Committee.

Matthew Little is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and previously practiced law at The Law Office of Matthew C. Little PLLC for nine years. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with third-party sub-advisers.

Madalyn Dow is a CFP® with eight years of industry experience, currently serving at Mascoma Wealth Management. Her prior roles include positions at LPL Financial LLC, Community Financial Services Group, Infinex Investments, and NHTrust. She is also an independent licensed insurance agent in New Hampshire, licensed for life, accident, health, and variable insurance. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a diversified, low-cost ETF core, supplemented by active strategies and supported by an in-house Investment Committee and partnerships with leading money managers and sub-advisers.

Matthew Dattilio is a CFP® professional with 13 years of industry experience. He has been with Mascoma Wealth Management since 2017 and previously worked at LPL Financial and Mascoma Savings Bank. Mascoma Wealth Management provides comprehensive financial planning and portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on a predominantly ETF-based core, supplemented by active and strategic allocations guided by an in-house Investment Committee.

Jonathan Cottrell is a financial advisor at Mascoma Wealth Management with 8 years of industry experience. He previously worked at Boston Financial Management LLC and Clearstead Trust, known formerly as Atlantic Trust Company of Maine. He holds Series 63 and Series 65 licenses. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on diversified, low-cost ETF cores supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with large money managers and sub-advisers.

Amanda Spencer is a financial advisor at Mascoma Wealth Management in Hanover, NH, holding a Series 65 designation with four years of industry experience. She has been with Mascoma Wealth Management since 2017 and previously worked at Mascoma Bank from 2011 to 2017. Mascoma Wealth Management provides comprehensive financial planning and portfolio management to individuals, families, high net worth clients, non-profits, retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with large money managers and third-party sub-advisers.

Susan Winchester is a financial advisor at Mascoma Wealth Management with 24 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Mascoma Wealth Management in 2023, she worked at Ledyard Financial Advisors and spent a decade at Wea Investment Services, Inc. Mascoma Wealth Management provides comprehensive financial planning and portfolio management services to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm’s investment approach emphasizes low-cost, diversified ETF-based core portfolios supplemented by active strategies, supported by an in-house Investment Committee and partnerships with third-party managers.