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Ascutney Financial Group - Who We Work With
We are a holistic planning firm, working with folks 55 and older who are facing the increasing challenges of planning for and implementing a successful retirement plan. Since success looks different for everyone, it’s important that we get to know our client’s unique individual situations.
Whether you’re trying to figure out ways to minimize your taxes in retirement, understand how much risk you should be taking in your investment portfolio, wanting to make sure you never run out of money in retirement, or looking for ways to protect yourself and your family’s assets against unforeseen health issues, we are here to help!
We are a family-owned firm, so you won’t be just another account balance with us. Since our focus is working with retirees, we know the challenges you’re facing, and we’ve built a team to handle the risks and threats that retirement may present you with. Our team is made up of professionals who specialize in not only retirement planning strategies, but also taxes and estate planning.
Guy Alderdice Jr, President & Founder
Guy moved to Vermont at the age of two, and found his comfort and home in the Green Mountain state. After graduating from Mount Mansfield Union High School, he went on to attend Champlain College, where he earned a Bachelor’s Degree in Business Management. A few years later, in the summer of 2000, after successfully passing his Series 7, Series 66 and Life & Health license tests, he began his career in financial services. For the past 22 years, Guy has worked closely with his clients, pairing up his financial expertise with each of their unique needs. For 14 years, he served as an onsite retirement counselor at six hospitals throughout Vermont and New Hampshire, helping employees understand their retirement plan options. His roles also included helping his clients build successful retirement planning strategies, understanding risk management, designing asset allocation models, and knowing the rules and tax implications of various retirement accounts. In July of 2019, Guy founded Ascutney Financial Group. After nearly two decades of working with clients of all ages and backgrounds, he decided to narrow the focus of his practice to retirees, or folks right on the verge of retiring. His process includes spending the necessary time upfront with clients, making sure he gets a clear understanding of where they currently are, and what they are trying to accomplish.
Outside of work, Guy enjoys spending time at home with his family and animals. He married his high school sweetheart Krista in 1998, and they have two teenage sons, Justin and Jase, and their beloved chihuahua, Alba. They also run a small farm of donkeys, goats, and chickens. Guy is an avid ultra runner and mountain lover. He has completed many 100-mile endurance races and has hiked hundreds of miles in the White Mountains in all four seasons. In addition, he enjoys coaching youth basketball and baseball and volunteering for Vermont Adaptive Ski and Sports, a nonprofit organization in Vermont.
Krista Alderdice, Vice President
Having a father in the military, Krista’s childhood was spent in locations spanning England, Mississippi, and Georgia, before she landed back in Vermont, where she was born. After graduating from Mt. Mansfield Union High, she went on to Champlain College, earning a degree in Communications/Public Relations. She went on to start her own business, owning and managing an equine boarding facility and riding lesson program for ten years.
She’s married to her high school sweetheart, Guy, and has two amazing sons. As their children grew older, she decided to join the family business, where she handles the day-to-day operations at Ascutney Financial Group. Krista enjoys family time, ultrarunning, exploring the mountains in New England, and caring for her animals on the farm. She is also a columnist for Ultrarunning Magazine, sharing the stories of runners from all over the US. In addition, she volunteers for Vermont Adaptive Ski and Sports, a nonprofit organization in Vermont.
Justin Wicks, CPA
Justin’s background consists of working for two of the Big-4 CPA firms as well as a medium-sized firm in the Burlington area. Looking for a change, Justin worked as a CFO for 5 years before founding the CPA firm. This variety of experience allows Justin to see the various pieces that go into business decisions and not just tax return preparation. Justin’s specialty is working with individuals and businesses to develop a strategic accounting and tax plan, and to work closely with clients to mitigate surprises come tax time.
Justin has a degree in accounting from Champlain College and volunteers for several non-profit organizations. He lives in Morrisville, Vermont with his family.
* Justin Wicks is not affiliated with The Patriot Financial Group or Ascutney Financial Group. Each firm is responsible for the services it provides. Ascutney Financial Group does not provide accounting services or tax advice.
Jill Anderson, Sr. Vice President of Business Development
With decades of experience in financial services and marketing, Jill has the unique ability to help advisors and professionals work together to help clients achieve their financial goals. She works with accountants, attorneys, insurance agents, lending institutions, and other professional partners to incorporate financial services into their firms to better serve their clients and provide a valuable resource. By utilizing our team approach, clients always have access to experienced specialists who are in the best position to offer creative solutions to their unique financial challenges.
Chief Investment Officer
Michael is a proven investment professional with over 10 years of experience in the fund and wealth management space. Most recently, he served as the Chief Investment Strategist and portfolio manager for all advisory investment vehicles within the broker-dealer division of Citizens Wealth Management (Citizens Financial Group). Before joining Citizens, Michael spent time as a portfolio manager at Geode Capital Management and ProShare Advisors, as well as Investment Risk Analyst for the Vanguard Group. Michael holds a BSBA degree in Finance and a BA degree in Business Economics.
Previously, Ashley was an Investment Specialist at Merrill Edge which led her to develop a growing interest in the interpretation of SEC rules and FINRA policies. She will play a key role in the supervisory aspects of the firm. In her capacity, Ashley will work closely with advisors to approve trades and monitor business activities. She has a diverse background in the financial services and insurance industry and received her bachelor’s degree in Finance from Rhode Island College. Ashley currently holds the Series 7, 66, and 24 licenses.
Tracy Kelly, Esq.,
Partner & President of the Law Office of Springer & Kelly, P.C. Tracy grew up in Pennsylvania and in 2007 earned her Bachelor’s of Arts Degree from Susquehanna University in Philosophy with a minor in Environmental Science. Following graduation, Tracy moved to South Royalton, Vermont where she attended Vermont Law School and graduated with a Masters of Environmental Law and Policy and her Juris Doctor Degree in 2011.
For the past 10 years, Tracy has concentrated and become well practiced in the areas of Estate Planning, Probate Law and Procedure, and Real Estate Law. Tracy’s main area of focus is helping clients create an estate plan including Last Wills & Testaments, Powers of Attorney, Advance Directives, Enhanced Life Estate Deeds, and Trusts. Tracy works closely with clients in order to hone in on their specific needs regarding estate planning.
In her free time, Tracy enjoys spending time with her husband, Garrett, their two cats, and friends and family in the area. She enjoys tennis, walks, biking, and cross country skiing. Tracy is also the Secretary for the Windsor Rotary Club and is committed to volunteering and helping the local communities when she can.
* Tracy Kelly is not affiliated with The Patriot Financial Group or Ascutney Financial Group. Each firm is responsible for the services it provides. Ascutney Financial Group does not provide legal advice.
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2021 All Rights Reserved.
Ready to take the next step?
Let’s get started, together.
2021 All Rights Reserved.