Professional Financial Associates, LLC (PFA) in Williston has added Aliza Ogden to the team as Director of Operations. Ogden brings a strong background in client service, legal and financial documentation, and organizational systems development, with experience spanning estate planning, account management, and small business operations.
Ogden comes to PFA with a unique combination of operational and client-facing experience. She spent several years at Unsworth LaPlante, PLLC as both an Organizational Development Specialist and Paralegal, managing complex estate planning, Medicaid, and trust administration cases. Her work there required meticulous attention to detail, a strong understanding of financial and legal documentation, and consistent follow-through with clients and financial institutions alike.
“We are thrilled to have Aliza join the PFA team,” said Timothy Monty, Partner. “Her background in financial and legal operations, combined with her commitment to client service, makes her a tremendous asset as we continue to grow and serve our clients across Vermont and beyond.”
Ogden holds a Bachelor of Arts in Political Science from the University of Vermont, with minors in Psychology and Spanish, and a Master of Professional Studies in Industrial and Organizational Psychology from George Mason University.
About Professional Financial Associates, LLC
PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
WILLISTON, VT, April 2026 - Professional Financial Associates, LLC
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