Contact Us

Location-Gray Legacy Financial Services
99 Swift Street, Suite 300
South Burlington, VT 05403

Location-Gray Fax: 802.871.5354

Don’t Let Time Slip Away

When you partner with us, you get an entire team of financial professionals working together to address your needs. Reach out today to see how we can help you make your legacy meaningful.

Prospective clients please fill out the questions below or give us a call at 802.316.3900

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Contact Our Team Directly

Mindy Pakulski

President

mindy@legacyvt.com

With more than 24 years of experience in the investment and banking industries, Mindy founded Legacy Financial Services in 2010. Mindy loves working with individuals and families and is dedicated to the success of her clients and her...

Bobby Torney

Managing Director and Financial Planner

bobby@legacyvt.com

Kyle R. Nicholls

Wealth Advisor

Kyle@Legacyvt.com

Kyle joined Legacy Financial Services in 2022 and has more than 9 years of experience in the financial services industry as an advisor in the banking and credit union space. He is focused on investment research, portfolio management...

Michelle Kuhar

Client Service Associate

michelle@legacyvt.com

Makenna Higbee

Concierge Service Associate

Makenna@legacyvt.com

Jamie Thayer

Office Manager and Advisor Support

Jamie@Legacyvt.com