Paul came to The Merrimack in 2002 to create the Wealth Management division. Paul has more than twenty-five years of experience in the financial services industry including leadership roles at Putnam Investments, Fleet Investment Services and Citizens Investment Services. Paul earned his degree in Economics from the University of Vermont, his master’s degree in Administrative Management from Saint Michael’s College and his Certified Financial Planner Certificate from Merrimack College. Paul serves his community as a board member for the Concord Boys and Girls Club, New Hampshire Charitable Foundation, Christ the King Parish and as a volunteer at Bishop Brady High School.
Skip came to the Merrimack in 2009 from six years as Vice President and Private Client Advisor for U.S. Trust Bank of America Private Wealth Management. Skip has more than twenty six years of experience in the financial services industry, including tenures with G.E. Capital and Citizens Bank. Skip is a graduate of the University of New Hampshire and began his career at Amoskeag Bank. Skip serves his community as a long-term member of the Capital Center Board of Directors and currently serves on the Planned Giving Advisory Committee of the Concord Hospital Trust.
Keith came to the Merrimack in 2008 and has twelve years of experience as an Investment Officer with tenures at Charter Trust Company and Ledyard National Bank. Keith started his career at New London Trust after graduating from the Whittemore School of Business at the University of New Hampshire. Keith serves his community as a board member for the Friends Program in Concord.
Cindy brought thirty years of experience to the Merrimack in 2008 with a focus on trust administration, client service and operations management. Cindy had prior tenures with Merchants National Bank, Bank East, First NH, Charter Trust Company, Advisors Capital Resources and ACA Assurance. Cindy is a graduate of Husson University and the Cannon Financial Institute. Cindy’s responsibilities include Relationship Management and operational support to Wealth Management clients.
Gerard (Gerry) came to The Merrimack in December of 2012 as Financial Advisor with more than 30 years experience in planning and investment advice. Working in partnership with Infinex Investments,* Gerry’s wealth of knowledge runs the gamut from investing to insurance to retirement planning. Gerry is a Charted Retirement Planning Counselor℠, CRPC courtesy of the College of Financial Planning and a graduate of University of Maine.
A native of Russia, Natalya joined the Merrimack in 2008. Natalya is a licensed Financial Advisor. Working in partnership with Infinex Investments,* Natalya helps to solve client needs related to investing, insurance and planning for major financial goals such as retirement or college savings. Natalya is a graduate of Baltic State University and is currently studying to become a Certified Financial Planner.
*Investment and insurance products are offered through Infinex Investments, Inc., Member FINRA/SIPC. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Gerard Tautkus and Natalya Thibodeau are employees of Merrimack County Savings Bank and registered representatives of Infinex.