Paul Briody, First Vice President - Investment Officer, Burlington, Vermont. I am a CERTIFIED FINANCIAL PLANNER(tm) professional with more than 20 years experience helping clients reach their financial goals. I work with foundations, high net worth individuals, and families in the areas of portfolio management, wealth transfer, business retirement planning, succession plans, charitable giving and estate strategies. In addition, I work closely with clients' estate planning Attorneys and their CPA's.