Who We Are
Financial advice you can trust.
We believe that everyone who needs help with financial planning, investment management, taxes and/or business accounting deserves a service provider they know and can trust. We are experienced professionals, committed to our community, who combine asset management, tax preparation and comprehensive financial planning to offer a complete package of financial services for individuals, families, and businesses.
Our foundation
The Marble Trail
We’re New Englanders. Our business takes inspiration from the Marble Trail, the geological corridor of western Vermont whose marble comprises walkways, buildings and monuments throughout the country. And like the Marble Trail, we began in Vermont and have spread through New England, with bases in Vermont and Maine.
As registered investment advisors, certified public accountants, and enrolled agents we are held, and we hold ourselves, to a higher fiduciary standard: to act in the best interest of each client, in every interaction. We’re a small firm, which allows us to work closely with every client, and it means we can consistently deliver high-quality, personalized service — the kind that earns trust, and rewards it.
Our people
Leadership team
Don Devost, MBA
Principal
Don founded Addison Advisors, now called Marble Trail Advisors, in 2010 with a goal of bringing to clients a level of advice and service previously available only to the ultra-wealthy. Don works with clients as individuals, providing personalized and holistic solutions to achieving their financial goals. He also serves as the firm's Chief Compliance Officer. Before founding Addison Advisors, he worked in senior financial positions at both public and private corporations, and he brings much of that experience to solving problems for clients who own their own businesses. Don graduated from Georgetown University with a bachelor’s degree in economics, and earned an MBA in Finance from Cornell University.
Don was raised here in Middlebury and has a large extended family in the area that keeps him quite busy. He enjoys golf, following the Georgetown Hoyas, and spending time with his wife and his daughter, who is now in college. He has served as a director for a number of area non-profits and is currently on the Board of Directors of the Opera Company of Middlebury. His interests are primarily aspirational – his golf game only occasionally resembles the sport he enjoys watching, his basketball skills are non-existent, and he cannot sing. At all.
Matt Wootten, MBA
Principal
Matt brings more than 20 years of financial service experience to Marble Trail. He works as a trusted partner to his clients, helping them achieve their financial goals through sound investment management and financial planning. His deep commitment to understanding his clients’ values helps Matt align each individual’s personal needs to the complexities of the financial world.
Preceding his career in financial services, Matt spent five years in Nicaragua serving as a Peace Corps volunteer and as a manager of a nonprofit organization. During this period he worked to help farmers increase their income and improve their standard of living by converting from conventional to organic and sustainable agriculture. Matt received a B.A. from Dickinson College and an MBA from the University of Maryland.
Steven Misasi, CPA
Principal
Founder and Managing Partner of Misasi & Company (2003), Steve opened his initial office in Dorset, Vermont and expanded the business with the addition of a Middlebury, Vermont office in 2006. Steven has been a certified public accountant for more than 35 years and is a graduate of Bryant University (College at that time) with a B.A. in Accounting.
Prior to setting up his own firm, Steven spent over 20 years in the New York/New Jersey area working for small to mid-sized public accounting firms and in corporate accounting with a large prescription benefit management company. Much of the experience gained during this time was in assisting small to mid-sized businesses with their accounting and tax needs and in the acquisition and sale of small businesses and business segments of larger companies.
Our staff
Alexis Nichols
Staff Tax Associate
Born and raised in Vermont, Alexis lives in Fair Haven with her partner and their yellow lab. She graduated from Middlebury Union High School and a CTE program for dental assisting in 2023. She wanted to change career paths after graduating and enrolled into Southern New Hampshire University for a Bachelor of Science in Accounting. While working full time in the dental field, she continued to work for her degree and now is expected to graduate in March 2025. She joined the Marble Trail team in 2024 as a junior Tax Associate and is excited to expand her skills and work closely with her community. In her free time, Alexis enjoys reading, hiking, fishing, and in the colder seasons she enjoys snowshoeing and snowboarding.
Amy Coogler, CPA, MAcc
Tax Manager, CPA, MAcc
Amy joined Marble Trail in January of 2023. She specializes in business and individual income tax matters year-round from compliance to planning. Originally hailing from Alabama, she attended the University of Alabama where she earned her Bachelor's and Master's degrees in Accountancy. Throughout college, she worked with a small CPA firm in Tuscaloosa and went on to work at PricewaterhouseCoopers LLP for over 7 years in Boston, MA, specializing in business income taxes for global, privately held companies. She joined us at Marble Trail to get back to the heart of why she got into taxes - helping small businesses and their owners navigate through the tax world. Amy moved to Middlebury with her husband in the fall of 2021. In her spare time, she enjoys gardening, dancing, painting, hiking, and is learning to drum!
Bailey Harvey
Bookkeeper
Born and raised in Vermont, Bailey lives in New Haven with her husband and daughter. She earned her Bachelor's degree in Business and Accounting at the College of St Joseph in Vermont. Prior to joining Marble Trail in 2024, she worked as an accountant for a small manufacturing company and as a Finance Supervisor for a large corporate TPA. She's excited to work with local businesses in the community at Marble Trail. Outside of the office, Bailey enjoys spending time with family and all things outdoors including hiking, biking, and gardening.
Brittany Ouellette, MBA
Bookkeeper
Born and raised in Vermont, Brittany lives in the hills of Monkton with her husband and two children. She has an MBA from Champlain College and a Bachelor’s degree in Sustainable Business from Green Mountain College. Brittany joined Marble Trail in 2022 and previously worked in healthcare management and human resources for both large and small corporate and independent organizations. In her personal time, Brittany enjoys being outdoors, long walks with the family, baking, and playing with her giant, loveable dog, Jax.
Eden LaLonde, CPA, MAcc
Tax Manager
Eden moved here in October 2020 with her husband, son, and English Bulldog from Cleveland, Ohio. She graduated with her B.S. in Mathematics (2011) and Master of Accountancy in Tax (2015) from Cleveland State University both with honors. She specializes in individual and small business taxes and planning. Her favorite part of public accounting is helping clients with IRS and other agency notices. When Eden is not working, she enjoys spending time with her two children and husband, hiking, and painting.
E Lela McCaffrey, CPA, CFP®
Senior Wealth Advisor
Lela grew up in New Jersey, but came to Vermont for college, attending St. Michael’s College for Philosophy. After several years of moving around the country seasonally, Lela returned to Vermont to work at the Vermont Youth Conservation Corps, first as a Park Ranger, and then moving into the office and ultimately becoming Business Manager. It was here that Lela’s love for numbers showed itself, and back to classes she went, taking classes to allow her to sit the CPA exam, and becoming licensed in 2006. After many years working in public accounting, Lela got tired of having to refer clients out when they were looking for financial planning services, and again returned to classes to enable her to sit the CFP® exam and attained that designation in 2019. Lela is thrilled to have found Marble Trail, where the integration of financial planning and taxes provides wholistic financial assistance to clients. Outside of the office, Lela likes being active and outdoors. One of her proudest accomplishments is that she and her teenage daughter backpacked the entire Vermont Long Trail over two summers. She lives in Bolton, Vermont, surrounded by the mountains, and spends many hours outside wandering off trail, or running the backroads to train for half marathons.
Karen Meyer
Apprentice Bookkeeper
A native Vermonter, Karen grew up in New Haven and now lives in Middlebury. She graduated from Middlebury Union High School in 2022 and is the Assistant Manager of Vermont Sun Fitness Center, as well as Race Director for the Vermont Sun Triathlon Series. She joined the Marble Trail team in 2024 as an Apprentice Bookkeeper and is excited to grow her skills so that she can help local businesses with their finances. Small businesses are very important to her, as she worked at several different local shops through high school. In her free time, Karen enjoys sketching, weightlifting, and spending time with her friends.
Kati Larocque
Administrative Assitant
Kati joined the Marble Trail team in September of 2021 as the Administrative Assistant. She is a graduate of Castleton University with a degree in marketing. Kati was born in Middlebury, VT and is excited to work closely with the community. She enjoys communicating with clients and lending a helping hand. When not working, Kati loves to be outside and spending time with friends and family!
Kerry Mulcahy, FPQP
Director of Client Services
Kerry was born and raised in northern New Jersey and moved to Colorado in the early 90’s. Kerry graduated from the University of Colorado at Boulder with a B.A. in 1994 and moved to Vermont a few years after graduating. She went back to school and received certification as a massage therapist. After many years of being a massage therapist and stay at home Mom, Kerry started a new career in banking for a local financial institution in 2012.
Kerry joined Marble Trail at the start of 2019. As a financial paraplanner, Kerry supports the investment management team and continues learn more about the financial planning realm. She enjoys working with clients and helping them with their financial needs.
When not at the office, Kerry enjoys spending time with her family, hiking, traveling, great food and a good movie.
Megan Mandigo, MA
Financial Advisor
Megan was born in California but made her way east to attend Middlebury College. After graduating with a Bachelors of Science, focusing on psychology and biology, Megan worked in the Middlebury community supporting children with special needs. After moving states and dabbling in a variety of career opportunities, she earned a Masters of Arts in special education from University of Saint Joseph in Connecticut. After a five-year teaching stint, Megan jumped at an opportunity to open a business with her friend in 2016. After navigating the Covid pandemic and financial relief programs, Megan began to look for opportunities to help others in their financial planning. She was fortunate to find an opportunity to join the Marble Trail advisory team in 2021. When not in the office, Megan enjoys spending time with her husband and kids and cheering on Middlebury College’s athletic teams.
Robynn Stanley
Office & HR Manager
Robynn joined Marble Trail Financial in December of 2018. She supports clients and staff in various aspects and is involved in the daily running of the office.
Having grown up in a military family, Robynn was raised overseas but eventually moved to Vermont as a teenager where she attended MUHS here in Middlebury. She later attended Castleton University where she graduated as a part of Alpha Psi Omega with a BA in Theater with a concentration in acting and directing.
When not working she enjoys spending time with her family and loves theater, photography, travelling, hiking, good food and a good story.
Sara Cassidy
Bookkeeper
Sara is a lifelong Vermonter who lives in Middlebury with her husband and two children. She earned her bachelor’s degree at the University of Vermont. Sara has worked in small business in various capacities over the years including managing and owning her own restaurant. Sara joined Marble Trail in 2019 as a bookkeeper and enjoys working with local small businesses. Outside of the office, Sara enjoys walks with her dog, hiking, yoga, and spending time with family.
Skylar Atkins, EA
Financial Advisor
Skylar grew up in the Middlebury area. After attending Colorado College, he returned to Vermont and got two degrees from Champlain College; Computer Networking and Applied Psychology. After an AmeriCorps stint in Montana, he put his psychology degree to use selling and delivering adventure-based corporate team building events all around the country. Around this, Skylar indulged his avid reading habits by working locally at the Vermont Book Shop. When the constant travel became tiresome, Skylar sought to set down roots in Vermont. Beth Davis, one of the founders at Marble Trail Financial, offered to train Skylar in tax preparation and bookkeeping. After working in the field for a couple years, Skylar attained his Enrolled Agent status with the IRS. A couple years later, he fulfilled the requirements to become licensed as a financial advisor. Spanning both tax and investments allows Skylar to fit well with the comprehensive services Marble Trail Financial strives to provide. Outside of the office, Skylar likes being active and outdoors. Most notably: hiking and camping with his Siberian Husky, rock and ice climbing, backcountry snowboarding, cross-country skiing, fly-fishing, and reading by the river.
Stephanie Williams
Client Services Manager
Stephanie Williams has been in the investment field since July 2019. Stephanie loves being in positions where she can help assist people and lend a hand whenever possible. She and her husband live in Gray Maine with their two sons, Elliot and Frankie and their two dogs. They love spending their time outdoors and with their family and friends.
Steve Boyce
Director of Trade Operations
Steve grew up in Ticonderoga, NY and attended Cornell University where he received his B.S. in Hotel/Restaurant Administration. After several years working in the hospitality industry, Steve moved to Vermont where he switched gears and pursued a career in finance. Before joining Marble Trail Financial, he was a Securities Trader and Analyst for People’s United Financial where he was actively involved with portfolio management and the buying and selling of various fixed income and equity securities for over 20 years.
In 2011 Steve and his wife, Danielle, purchased the American Flatbread in Middlebury and continue to operate it today. While Danielle oversees the operations, Steve has carved out a niche for himself in the beverage department where he curates a well-regarded list of craft beers, cocktails, wine, and more.
In his free time, Steve enjoys being with his family, taking walks in the woods, and spending time on the waters of Lake George.
Our community
We are proud to serve and support the ongoing efforts of the following organizations, all of which play a vital role in our communities.
We are proud members of the following organizations
