Team
At TABS, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
I was born in Rhode Island but consider myself a successful transplant to Vermont. I graduated from Rice Memorial in Burlington, VT and then attend St. Michaels College and Castleton. During that time, I spent 4 years with the US Air...
I was born and raised in St. Albans, VT and graduated from Bellows Free Academy, St. Albans. I served the VT Army National Guard for 9 years while I attended the University of Vermont to study Political Science (bad idea, low GPA). I...
