Home » Our Offices » Financial Advisors & Trust Administrators in Keene, NH

Financial Advisors & Trust Administrators in Keene, NH

81 Court Street
Keene, NH 03431

When searching for a trusted financial advisor in Keene, you need a partner who understands both the complexities of wealth management and your unique goals. The Trust Company of Vermont has served Keene area families since 1999, providing comprehensive financial planning, investment management, and trust services tailored to your life goals. Conveniently located in the Monadnock region, our experienced team combines sophisticated financial, tax, and estate planning strategies with local, personal service to help you build, preserve, and transfer wealth across generations.

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Our Keene, New Hampshire Services

From our Keene, New Hampshire office, we provide comprehensive wealth management and trust administration services to individuals, families and institutions across Vermont and New Hampshire. As an employee-owned fiduciary, we deliver personalized investment management, trust administration, estate & tax planning, and financial & retirement planning aligned with your long-term goals. Our local Monadnock region team is committed to lasting client relationships and thoughtful guidance designed to help you preserve and grow your wealth.

Investment Management Services

Our Keene financial advisors create personalized investment portfolios designed to maximize New Hampshire’s tax advantages. We build diversified, tax-efficient strategies using low-cost investments with transparent pricing. From young professionals to retirees, we deliver institutional-quality wealth management that grows and protects your assets while optimizing your favorable NH tax position.

Trust Administration Services

Our Keene trust administration services provide clear guidance, personal attention, and long-term stability for your family. As your trustee, co-trustee, or trust agent, our experienced fiduciary team understands your goals, administers trust agreements, and collaborates with your attorney to ensure proper trust management for present needs and future generations.

Financial & Retirement Planning

Build your ideal retirement with comprehensive financial planning that leverages New Hampshire’s tax-free advantage. Our Keene advisors optimize and create withdrawal strategies that maximize your NH residency benefits while ensuring long-term financial security.

Estate & Tax Planning

Protect your legacy with comprehensive estate planning that minimizes taxes and ensures smooth wealth transfer. We coordinate with attorneys and CPAs to develop strategies including trusts, beneficiary planning, and business succession. Our Keene team understands New Hampshire’s unique estate tax laws to preserve what you’ve built.

Our Keene, New Hampshire Team

Nathan B. Alexander, CPA, CFP®

Vice President

603.352.6573, ext. 1

Email

Financial Planning
Estate Planning
Tax Advice
New Business Development

Nathan provides tax guidance and relationship management support to the entire company and came to Trust Company of Vermont from Ferguson & Alexander, CPA. His extensive history serving high-net-worth families with tax and estate planning makes him the perfect addition to our team. Nathan also enjoys kayaking, cooking, canning, and spending time with his young adult daughters.

Syracuse University, BS Accounting 2000
UCONN, MS Accounting 2002
Certified Public Accountant (NH) since 2006
Certified Financial Planner® since 2009

Matthew Cheever, CPA

Chief Financial Officer

802.923.2040

Email

Finance
Compliance

Matt is the Chief Financial Officer and Compliance Officer for the company. He has over 15 years of financial experience, including 12 years as a financial auditor in both New Hampshire and Vermont. Matt lives in Barrington, NH with his wife Amy and their three young children. In his free time, Matt enjoys spending time with his family at the beach, going for hikes, and taking part in local sports and other activities.

University of New Hampshire, B.S.
Southern New Hampshire University,
M.S.in Accounting
Certified Public Accountant since 2009

Paul Copeland, CFA

Vice President

802.332.6840

Email

Portfolio Management
Equity/Fixed Income Analysis
New Business Development

Paul has extensive experience in financial management and is part of our investment management team. He moved from the Boston area in 2006 and is a board member of the International Fellowship House. Paul resides in West Chesterfield, NH with his wife and children. They enjoy playing tennis, biking, basketball, and board games in their free time.

Wheaton College, B.A.
Chartered Financial Analyst (CFA) Charterholder
Portfolio Manager since 2013
Financial Industry experience since 1998
Equity and fixed income research

Lori Jankowski, MBA

Tax Officer

603.352.6573, ext. 2

Email

Tax Advice
Trust Administration

Lori provides tax and administrative support for the company. Before joining us, Lori worked at Ferguson & Alexander, CPA, where she gained expertise in accounting and taxes, including working with complex personal, trust, and estate tax returns, as well as estate plans. She lives in Keene, NH with her husband, David, and they are excited to explore new places and visit their two sons, now that they are empty nesters. Lori is passionate about volunteering and recently joined the Board of the Keene SwampBats.

Bentley College, BS Accounting 1989
Sacred Heart University, MBA Finance 1994

Sofia Menyalkin

Portfolio Analyst

603.903.1267

Email

Portfolio Management
Equity/Fixed Income Analysis

Sofia is a portfolio analyst on the investment management team. She joined TCV after completing her studies at the University of New Hampshire, where she served on the Executive Committee of the Rines Angel Fund, one of the only undergraduate-run angel investment funds in the US. During her time at UNH, Sofia also worked as an Investment Data Analyst at Kingscrowd, where she gained experience in the world of impact investing and venture crowdfunding. Today, Sofia resides in Keene and enjoys hiking, music, reading, and spending time with family.

University of New Hampshire, B.S.

Andrea Reynolds

Tax Support

603.352.6573, ext. 3

Email

Tax Support
Trust Administration

Andrea provides comprehensive tax support for the company. With over 20 years of experience, she came to Trust Company of Vermont from Ferguson & Alexander, CPA, and has expertise in various fields including bookkeeping, payroll, insurance audits, personal and corporate tax preparation, and contractor/vendor relationships for general contractors. She lives in Keene with her family and her dog, Shadow.

Joan Goulet

Tax Support

603.352.6573, ext. 4

Email

Accounting Support

Joan offers complete tax support to the company. With a wealth of experience from Ferguson & Alexander, CPA, Joan is an expert in bookkeeping, non-profit budget accounting, accounts payable and receivable, general ledger, payroll, collections, employee benefits, Sarbanes-Oxley, and internal audit compliance. Joan and her family live in Swanzey, NH with their three cats and three dogs, and enjoy hiking or having water slide adventures in their free time.

Franklin Pierce University, BS Accounting 2005

About Trust Company of Vermont

Interested in learning more about Trust Company of Vermont? Take a look at the options below and click to read more about our organization and our team.

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Ready to take the next step with your financial future?

For over 25 years, Keene individuals, families and institutions have trusted us for comprehensive wealth management and trust administration. As an independent, locally employee-owned firm, we combine expertise with personalized service and deep community knowledge that national firms simply cannot match.

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