KERRY MCNALLY, EA
Kerry is a Financial Planner. She works closely with our relationship managers and advisors on financial planning, client meeting preparation, and client tax strategies. Previously, Kerry worked preparing individual tax returns at a large national organization. She has a busy start to each year as she also assists in the preparation of our clients’ taxes. She attended the Community College of Vermont with a focus on Psychology. Kerry enjoys time with her daughter, gardening and operating her farm stand, when the season permits.