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.

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.

Randall began his career in banking and investments as a portfolio management accountant with State Street Corporation shortly after attaining a BS degree in business administration at Plymouth State University. During the ensuing 21 years with State Street Corporation, Randall worked as a money market trader, ultimately becoming a vice president of global markets, managing the bank's fed funds position and trading fixed income. 

Randall is a Certified Trust & Financial Advisor (CTFA) and an Accredited Investment Fiduciary (AIF®). His office is located in Littleton, NH where he focuses on wealth management and retirement plans.