Broker Check

Our Team

Charles Tompkins


My passion is providing a thorough range of financial planning services for my hard working clients throughout their retirement life cycle. Whether they are planning for retirement, in need of income or wealth planning, or balancing insurance and legacy planning – my goal is to offer them a holistic planning approach for their unique goals and needs.

My experience of 18 years has seen Tompkins Wealth Management grow into an established and focused wealth advisory business with a diverse range of knowledge to share with my clients. I have achieved a Bachelor of Arts degree from the University of Vermont and a Master's Degree from Middlebury College. In my free time, I enjoy staying active in a number of hobbies, from tennis to ice hockey, as well as cycling, hiking and cross country skiing.

Lex Smith

Office Administrator

Lex enjoys interacting with our clients when they call, scheduling meetings and tackling all of the administrative tasks necessary to keep our office running smoothly. She has a Bachelor’s degree from the University of Vermont and five years of experience in office management and project coordination. While out of the office, she's either on her bike enjoying the great outdoors or caring for her many small animals.