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 in Burlington, VT, holding a Series 65 designation. He has been with the firm since 2022 and has prior experience 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 diversified, low-cost ETF core, supplemented by active and strategic allocations vetted by an in-house Investment Committee.

Jeffrey Nowell is a financial advisor at Mascoma Wealth Management in Burlington, VT, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Mascoma Wealth Management since 2021, following a 13-year tenure at People's United Advisors, Inc. 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 managed by an in-house Investment Committee.

Michael Hemingway is a financial advisor at Mascoma Wealth Management in Hanover, NH, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mascoma Wealth Management since 2020. Prior to that, he held roles at Mascoma Bank, Citizens Securities, Inc., and Citizens Bank. Outside of finance, he has experience working in education at Proctor Academy and in the restaurant industry. 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, supported by an in-house Investment Committee and partnerships with large money managers and third-party sub-advisers.

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® professional with eight years of industry experience currently at Mascoma Wealth Management. She has held prior roles at LPL Financial LLC, Community Financial Services Group, Infinex Investments, Inc., NHTrust, and Meredith Village Savings Bank. In addition to her advisory work, she is a licensed independent insurance agent in New Hampshire. 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, supported by an in-house Investment Committee and partnerships with large money managers and third-party sub-advisers.

Matthew Dattilio is a financial advisor at Mascoma Wealth Management in Hanover, NH, holding CFP® and Series 66 designations with 12 years of industry experience. He has worked at Mascoma Wealth Management since 2017 and previously held roles at LPL Financial LLC and Mascoma Savings Bank. 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 overseen by an in-house Investment Committee.

Jonathan Cottrell is a financial advisor at Mascoma Wealth Management in Portland, ME, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mascoma Wealth Management in 2024, he worked at Boston Financial Management LLC, Clearstead Trust (formerly Atlantic Trust Company of Maine), and Atlantic Financial Services of Maine, Inc. 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’s fiduciary-driven investment approach focuses 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 sub-advisers.

Amanda Spencer is a financial advisor at Mascoma Wealth Management with three years of industry experience. She holds a Series 65 designation and has worked at Mascoma Wealth Management since 2017, following six years at Mascoma Bank. 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 a diversified, low-cost ETF core, supplemented by active and strategic allocations vetted by an in-house Investment Committee.

Susan Winchester is a ChFC® credentialed financial advisor with 23 years of industry experience. She has worked at Mascoma Wealth Management since 2023 and previously held roles at Ledyard Financial Advisors and Wea Investment Services, Inc. Mascoma Wealth Management offers 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 overseen by an in-house Investment Committee.