Community Financial promotes Kimberly L. Arms to COO

Kimberly L. Arms

Community Financial Services Group, LLC (CFSG) has promoted Kimberly L. Arms to Executive Vice President and Chief Operating Officer. Arms is also a member of CFSG’s Executive Team, where she plays a key role in shaping the firm’s strategic direction and operational excellence.

In her expanded leadership role, Arms will oversee CFSG’s operational functions and lead a team of talented administrative and operational professionals focused on delivering outstanding client service and fiduciary support in a compliant and effective manner. Her leadership will be central to maintaining strong internal controls, regulatory adherence, and consistent service delivery across the organization.

As Chief Operating Officer, Arms will be responsible for aligning operational strategy with CFSG’s fiduciary mission, enhancing internal systems and processes, and supporting the firm’s continued growth. Working closely with fellow members of the Executive Team, she will help ensure that CFSG continues to meet the evolving needs of its clients while upholding the highest standards of integrity and compliance. In this role, Arms will also lead CFSG’s ongoing efforts to enhance the use of technology and operating systems, leveraging modern tools and process improvements to deliver exceptional client service in an efficient and fully compliant manner. Her focus on operational innovation will help ensure the firm scales responsibly while maintaining the high standards of service and regulatory oversight expected of a fiduciary organization.

“Kimberly has demonstrated exceptional leadership, operational expertise, and an unwavering commitment to our clients and fiduciary responsibilities,” said Joseph P. Preddy, President and CEO of Community Financial Services Group. “As a member of our Executive Team, her perspective and leadership are invaluable as we continue to grow and deliver high-quality, compliant service to the clients who place their trust in us.”

Community Financial Services Group currently manages over $1.7 billion in assets and serves clients in Vermont, New Hampshire and across the United States. The firm provides comprehensive wealth management solutions, including trust and fiduciary services, investment management, and financial planning.

Arms’ promotion underscores CFSG’s continued focus on leadership development, operational integrity, and its mission to deliver fiduciary-driven solutions supported by exceptional client service.

About Community Financial Services Group, LLC

Community Financial Services Group, LLC (CFSG) is a wealth management firm providing investment management, trust, and fiduciary services to individuals, families, and organizations nationwide. With a client-first approach grounded in fiduciary responsibility, CFSG delivers personalized, goal-oriented financial solutions with a strong emphasis on service excellence and compliance.

For more information, visit cfsgtrust.com

[Newport, VT – April 6, 2026] — Community Financial Services Group, LLC

To support vital journalism, access our archives and get unique features like our award-winning profiles, Book of Lists & Business-to-Business Directory, subscribe HERE!

www.vermontbiz.comVermont Business Magazine