Financial Guidance
You Can Trust
We help you build your future and your legacy
We know a financial plan is more than numbers. It’s your map for the future, your security, and your legacy. Our fiduciary team combines decades of experience to create a personalized wealth management plan that uniquely reflects you and your needs. Whether you are planning for yourself, your family, or your business, you can rest assured knowing that your financial plan is at work for you, so you can focus on building a life and legacy you’re proud of.
Meet the Silver Birch Team
We prioritize our close relationships with our clients, maintaining them through frequent communication and personal interaction. Our experienced and trusted team of professionals is here to support you throughout every season.
Matt Wootten
PRINCIPAL
Middlebury, VT
Matt brings 25 years of financial service experience to Silver Birch. He works as a trusted partner to his clients, helping them to achieve their goals through sound investment management and financial planning. His deep commitment to understanding his clients’ values helps Matt to align individual needs and the complexities of the financial world.
Preceding his financial career, Matt spent five years in Nicaragua serving as both a Peace Corps volunteer and a manager of a nonprofit devoted to helping local farmers improve their standard of living by converting to sustainable agriculture. He holds a B.A. from Dickinson College and an MBA from the University of Maryland.
Matt has two children, Sam and Nora, and lives in the Middlebury area. In his spare time, he enjoys various outdoor pursuits across New England.
Matt Daigneault
CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR
Yarmouth, ME
Matt has over 25 years of experience in the investment industry, working in roles from operations, to compliance, to client management. In his spare time, Matt and his wife enjoy traveling internationally and exploring New England.
Eden LaLonde
CPA©, MACC, DIRECTOR OF TAX SERVICES
Middlebury, VT
Eden joins Silver Birch as Director of Tax, bringing over a decade of high-level tax leadership and tax advisory experience to the firm. Most recently, Eden served as Tax Manager at Marble Trail Financial, where she orchestrated the firm’s overarching tax processes and delivered a comprehensive suite of strategic compliance and planning solutions.
Previously, she served as Tax Director at Paragon Advisors, Inc. in Cleveland, Ohio, managing complex wealth structures and tax-minimization strategies for high-net worth clients, trusts, and foundations. Eden established her deep technical foundation at Ciuni & Panichi, Inc., where she navigated intricate multi-state filings and international reporting requirements for major manufacturing and non-profit entities.
She is both active in accounting and a community advocate; Eden is a member of the AICPA and serves on the Board of Directors for the Otter Creek Child Care Center. She enjoys spending time with her family and being outside as much as possible.
Megan Mandigo
INVESTMENT ADVISOR
Middlebury, VT
Originally from Northern California, Megan brings significant experience to the Silver Birch Financial team. Her years managing bookkeeping, operations, and client services as a small business owner informs her current investment advising work.
Megan attended Middlebury College where she double majored in Psychology and Biology. She went on to earn a master’s degree in special education from the University of Saint Joseph and spent five years supporting children with special needs.
Megan became a licensed investment advisor in 2022 and found a career that combines her analytical skills with her passion for helping others. Today, she works closely with clients to help them make informed financial decisions, build financial confidence, and create planning strategies that support their long-term goals.
Megan lives in the Middlebury area with her three children.
Stephanie Williams
DIRECTOR OF CLIENT SERVICES
Yarmouth, ME
Stephanie has been assisting clients in the investment field since 2019 and truly enjoys the relationships she has built over the years. When not working, Stephanie can usually be found chasing outdoor adventures with her husband and trying to keep up with her two energic boys.
Tanya Paige
TAX ASSOCIATE
Middlebury, VT
Tanya is a born and raised Vermonter, and except for a brief, three-year stint in St. Paul, Minnesota, has lived in Vermont her entire life. She holds an MBA from Norwich University and received her bachelor’s degree from Champlain College. She has almost 30 years of accounting experience, most recently focused on tax.
Tanya has a passion for softball and the gym and loves spending time with her husband and six children.
Kate Conklin
OFFICE MANAGER & CLIENT COORDINATOR
Middlebury, VT
Kate first came to Vermont as a Middlebury College student over 25 years ago. After earning an English degree and a teaching license, she returned to her home state of California where she taught eighth grade, first grade, and Kindergarten. Upon returning to Vermont in 2019 she began working at Mary Hogan Elementary School, first as an administrative assistant and then as a fourth grade teacher. During this time she earned a master’s degree in the Art of Teaching from St. Michael’s College.
Outside of the office, Kate enjoys goofing around with her six children, adventuring with her partner Carl, and experimenting with different arts and crafts.
Spencer Doran
TRADER
Middlebury, VT
Spencer is a recent college graduate from Worcester Polytechnic Institute where he double majored in Biomedical and Mechanical Engineering. He has been a resident of Middlebury for almost 20 years and is excited to continue working in his home community.
In his free time, Spencer likes to travel and stay active through hiking and playing tennis; he previously worked for Middlebury Indoor Tennis.
Joanna Doria
BOOKKEEPER
Middlebury, VT
Joanna is excited to join the Silver Birch team as a part-time bookkeeper. This role offers a meaningful balance to her work as Administrator at North Branch School, where she oversees, among other things, admissions, fundraising, and events. She also serves as Secretary for two nonprofit boards: Eddy Farm and FORS (Friends of Ripton Students). A graduate of Colby College, Joanna has called Vermont home since 2012. She is driven by purpose and looks forward to supporting clients and continuing to grow in this new role.
How can we help you?
If you’d like to learn more about how we can help you build your financial plan, we’d love to hear from you.