Community Financial Services Group, LLC

Joseph P. Preddy, CFP, has been in the financial services industry since 1994. Joe worked as a financial consultant for Merrill Lynch and Salomon Smith Barney and joined CFSG as a trust officer in 2002. He works in the Barre, Vermont office. Joe’s education includes the U.S. Naval Academy and completion of Merrill Lynch’s Financial Consultant Training Program.

Mr. Thompson obtained a Bachelor’s Degree in Business Administration from Lyndon State College where he graduated with honors. He joins Community Financial Services Group with several years’ experience as a Financial Service Representative and Compliance Officer. Bob lives in Waterford, VT with his wife and family.

James J. Towne worked as a personal banker with Bank of America and most recently as a financial advisor with Edward Jones before moving to Vermont from New Hampshire. Mr. Towne graduated from Keene State College with a degree in business management. Originally a New Hampshire native, Mr. Towne is an avid golfer, snowboarder and former soccer player.

Shellie Wright is a Vice President and Trust Officer with Community Financial Services Group. Shellie has been in the financial services industry since 2003. Prior to joining Community Financial in 2008, she was a Financial Advisor with Edward Jones. Shellie holds a Bachelor’s Degree in Business Administration from Bryant University. Shellie is a Certified Trust & Financial Advisor (CTFA). She earned this designation from the Institute of Certified Bankers, a subsidiary of the American Banker’s Association. She also has completed all three levels of Trust I, II, and III at Cannon Financial Institute.