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Robert Abel and his partners have struck out on their own as Green River Financial Services in Williamstown. They're currently at 10 Walden but will soon move to a new office on Water Street.

Green River Financial Founded on 140 Years of Experience

By Tammy Daniels iBerkshires Staff
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WILLIAMSTOWN, Mass. — The new Green River Financial Services is bringing more than a century of experience to its clients, offering a more personalized and customized service.
 
Principals Robert Abel, Jason Dohaney and James Durand parted with MountainOne Financial Services in early October to establish Green River. Together with other employees, they hold more than 140 years of experience.
 
"We have a lot of really good thoughts and feelings about working for that organization for a long time, building a financial services division almost from scratch, and growing it significantly over time," said Abel. "It was not an easy decision to leave for any one of us. You know myself, 25 years at MountainOne, Sue [O'Neil] and Kellie [Dubie] both had over 30 years at MountainOne in some way or another."
 
The new company is currently ensconced on the top floor of the Williams Bookstore on Spring Street, the former offices of Overland. It's a lot of space for seven people but they soon will be moving into new quarters on Water Street, right on the Green River.
 
"It's been one of the most exciting times in my career, and certainly one of the hardest and trying to be in touch with as many people as we can, trying to get the story out to as many people as we can, trying to do the right thing, as we've been taught by our mentors, do the right thing for the client," Abel said. "So yeah, it's been an absolute whirlwind."
 
Abel, a Williams College graduate, joined in 2001 what was then True North Financial Services, founded by Richard Lamb and Henry Pierpan four years earlier. He was named president and CEO in 2011, when Lamb stepped down. The firm was part of an acquisition by Hoosac Savings Bank, which through further consolidations and acquisitions became MountainOne. 
 
The decision to leave was difficult but it was changes being made internally that determined the path forward.
 
Abel explained that they were employees of MountainOne but were registered representatives of Commonwealth Financial Network, a boutique broker/dealer that held their licenses and provided technology compliance and support.
 
Commonwealth was the real business partner, he said, but it was sold to a larger organization, providing the impetus for Green River's principals to consider their future after nearly a quarter-century under a banking umbrella.
 
That's an unusual arrangement, Abel said, as most of his colleagues at Commonwealth were independent.
 
"Banking and investment services don't necessarily always have the same goals or have the same mindset, so we've always thought of ourselves as being a little bit different under the bank umbrella," he said. "So it's always been on our mind that if there was an opportunity to get out from underneath that umbrella and run our own entity that we would possibly do that."
 
The firm will now be able to control its advertising, sponsorships and succession plans. It's partnered with another boutique broker, Kestra Financial of Austin, Texas, which will allow it to continue its personalized touch for customers.
 
"We thought for us and for our clients, staying in that small world of broker/dealer made a lot more sense," Abel said, adding, "when we moved, we were able to reach out to clients, tell them what we're doing, and again, most importantly, tell them that they had a choice to make, and it was their choice."
 
The firm offers investment service, portfolio management, life and long-term care insurance.
 
"We're 'The Little Engine That Could.' We grew out of very small beginnings," said Abel. "The amount of growth we've had over the last 25 years is mind-boggling. Most of our clients are local. That said, we have clients in over 30 states, so people move away but have family connections. Other than that, most of our business is local. 
 
"We have very loyal and good clients, I think, through Commonwealth and now through Kestra, we can offer a lot of solutions for all our clients and keep them going in a way that they want into retirement and thinking of estate planning and all that."
 
The office is open weekdays from 8:30 to 4:30 or by appointment at info@greenriverfs.com or 413-884-6262.

Tags: new business,   financial adviser,   financial planning,   

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Puppets Teach Resilience at Lanesborough Elementary School

By Breanna SteeleiBerkshires Staff

The kids learned from puppets Ollie and a hermit crab.

LANESBOROUGH, Mass. — Vermont Family Network's Puppets in Education visited the elementary school recently to teach kids about being resilient.

Puppets in Education has been engaging with young students with interactive puppets for 45 years.  

The group partnered again with Bedard Brothers Chevrolet, which sponsored the visit. 

Classes filtered through the music class Thursday to learn about how to be resilient and kind, deal with change and anxiety, and more.

"This program is this beautiful blending of other programs we have, which is our anxiety program, our bullying prevention and friendship program, but is teaching children the power of yet and how to be able to feel empowered and strong when times are challenging and tough," said program manager Sarah Vogelsang-Card.

The kids got to engage with a "bounce back" song, move around, and listen to a hermit crab deal with the change of needing a new shell.

"A crab that is too small or too big for its shell, so trying to problem solve, having a plan A, B and C, because it's a really tough time," Vogelsang-Card said. "It's like moving, it's like divorce of parents, it's changing schools. It's things that children would be going through, even on a day to day basis, that are just things they need to be resilient, that they feel strong and they feel empowered to be able to make these choices for themselves."

The resiliency program is new and formatted little differently to each of the age groups.

"For the older kids. We age it up a bit, so we talk about harassment and bullying and even setting the scene with the beach is a little bit different kind of language, something that they feel like they can buy into," she said. "For the younger kids, it's a little bit more playful, and we don't touch about harassment. We just talk about making friends and being kind. So that's where we're learning as we're growing this program, is to find the different kinds of messaging that's appropriate for each development level."

This programming affirms themes that are already being discussed in the elementary school, said school psychologist Christy Viall. She thinks this is a fun way for the children to continue learning. 

"We have programs here at the school called community building, and that's really good. So they go through all of these strategies already," she said. "But having that repetition is really important, and finding it in a different way, like the puppets coming in and sharing it with them is a fun way that they can really connect to, I think, and it might, get in a little more deeply for them.

Vogelsang-Card said its another space for them to be safe and discuss what's going on in their life. Some children are afraid because maybe their parents are getting divorced, or they're being bullied, but with the puppets, they might open up and disclose what's bothering them because they feel safe, even in a larger crowd. 

"When we do sexual abuse awareness that program alone, over five years, we had 87 disclosures of abuse that were followed up and reported," she said. "And children feel safe with the puppets. It makes them feel valued, heard, and we hope that in our short time that we're together, that they at least leave knowing that they're not alone."

Bedard Brothers also gave the school five new puppets to use. Viall said the puppets are a great help for the students in her classroom, especially in the younger grades. 

"Every year, I've been giving the puppets to the students. And I also have a few of the puppets in my classroom, and the students use them in small groups to practice out the strategies with each other, which is really helpful," she said. "Sometimes the older students, like sixth graders, will put on a puppet show. They'll come up with a whole theme and a whole little situation, and they'll act it out with the strategies for the younger students. It's really cute, they've done it with kindergarteners, and the kids really like it."

Vogelsang-Card said there are 130 schools in Vermont that are on the waiting list for them to come in. Lanesborough Elementary has been the only Massachusetts school they have visited, thanks to Bedard Brothers. 

"These programs are so critical and life-changing for children in such a short amount of time, and we are the only program in the United States that does what we do, which is create this content in this enjoyable, fun, engaging way with oftentimes difficult subjects," she said. "Vermont is our home base, but we would love to be able to bring this to more schools, and we can't do this without the support of community, business funders or donors, and it really makes a difference for children."

The fourth-grade students were the first class to engage with the puppets and a lot of them really connected with the show.

"I learned to never give-up and if you have to move houses, be nervous, but it still helps," said William Larios.

"I learned to always add the word 'yet' at the end," said Sierra Kellogg, because even if she can't do something now, she will be able to at some point.

Samuel Casucci was struck by what one of the puppets talked about. "He said some people make fun of him if he dresses different, come from different place, brings home lunch, it doesn't matter," Samuel continued. "We're all kind of the same. We're all kind of different, like we have different hairstyles, different clothes. We're all the same because we're all human."

"I learned how to be more positive about myself and like, say, I can't do this yet, it's positive and helpful," said Liam Flaherty.

The students got to take home stickers at the end of the day with contact information of the organization.

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