Service Providers Working in Vermont

Estate and Retirement Planning
Bidwell Advisors; Dennis Bidwell, Principal
Charter Oak Financial; Matt Clifford, Financial Planner
Curt Forsyth Insurance Agency Inc.; Curtis Forsyth, President
David L. Willis; Attorney
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Grippin, Donlan & Roche, PLC; Kimberly Pinkham, CPA
Martin, Lord & Osman, P.A.; Steve Goss, Attorney
Metsma, Jacqueline
UVM Extension; Glenn Rogers, Regional Farm Management Specialist
University of Vermont; Dennis Kauppila, Regional Farm Management
1031 America; Meridee Olsen and Peter McCrea

Family Communications, Goal Setting, and Assessment
Bidwell Advisors; Dennis Bidwell, Principal
Charter Oak Financial; Matt Clifford, Financial Planner
Cheshire Mediation; Greg Hessel, Director
Dave Gott; LICSW, Farm Family Consultant
David Specht; Consultant and Mediator
Equity Trust; Ellie Kastanopolous, Director
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Land For Good; Kathy Ruhf and Bob Bernstein, Principals
Legacy Partners, LLC; Tim Storrow, President
UVM Extension; Glenn Rogers, Regional Farm Management Specialist
1031 America; Meridee Olsen and Peter McCrea

Farm Business, Financial and Tax Planning
Bidwell Advisors; Dennis Bidwell, Principal
Charter Oak Financial; Matt Clifford, Financial Planner
Equity Trust; Ellie Kastanopolous, Director
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Fish Park Consulting; Raymond A. Belanger, Jr., President
Grippin, Donlan & Roche, PLC; Kimberly Pinkham, CPA
Lauren Jarvi; EA, CFP
M Moye Tax Services; Mark Moye, EA, Owner
New England Working Landscapes; Jay Healy & Mike Lehan, Founders
Pat Hunt, Inc.; Donald P. Hunt, EA
University of Vermont; Dennis Kauppila, Regional Farm Management
UVM Extension; Glenn Rogers, Regional Farm Management Specialist
1031 America; Meridee Olsen and Peter McCrea

Farm Linking, Leasing, and Nontraditional Tenure Agreements
Bidwell Advisors; Dennis Bidwell, Principal
Dave Gott; LICSW, Farm Family Consultant
Equity Trust; Ellie Kastanopolous, Director
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Grippin, Donlan & Roche, PLC; Kimberly Pinkham, CPA
Land For Good; Kathy Ruhf and Bob Bernstein, Principals
Land Link Vermont; Debra Heleba
Legacy Partners, LLC; Tim Storrow, President

Land Use Planning, Conservation, and Community Development
Equity Trust; Ellie Kastanopolous, Director
Land For Good; Kathy Ruhf and Bob Bernstein, Principals
Legacy Partners, LLC; Tim Storrow, President
1031 America; Meridee Olsen and Peter McCrea

Legal Issues and Business Structures
Charter Oak Financial; Matt Clifford, Financial Planner
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Grippin, Donlan & Roche, PLC; Kimberly Pinkham, CPA
Martin, Lord & Osman, P.A.; Steve Goss, Attorney
New England Working Landscapes; Jay Healy & Mike Lehan, Founders

Public Policy, Research, and Public Education
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Land For Good; Kathy Ruhf and Bob Bernstein, Principals
Land Link Vermont; Debra Heleba
New England Working Landscapes; Jay Healy & Mike Lehan, Founders
1031 America; Meridee Olsen and Peter McCrea

Transfer Planning
Bidwell Advisors; Dennis Bidwell, Principal
Charter Oak Financial; Matt Clifford, Financial Planner
Curt Forsyth Insurance Agency Inc.; Curtis Forsyth, President
Dave Gott; LICSW, Farm Family Consultant
First Pioneer Farm Credit, ACA; Joanna Samuelson, Director of Knowledge Exchange
Grippin, Donlan & Roche, PLC; Kimberly Pinkham, CPA
Land For Good; Kathy Ruhf and Bob Bernstein, Principals
Legacy Partners, LLC; Tim Storrow, President
Martin, Lord & Osman, P.A.; Steve Goss, Attorney
University of Vermont; Dennis Kauppila, Regional Farm Management
UVM Extension; Glenn Rogers, Regional Farm Management Specialist
1031 America; Meridee Olsen and Peter McCrea

Other
Dave Gott; LICSW; Farm Family Consultant
Fish Park Consulting; Raymond A. Belanger, Jr., President
New England Land Link; Warren Hubley, Office Coordinator