David Otto founded Otto & Associates in 1991. He is a CERTIFIED FINANCIAL PLANNERTM professional. David holds a Master of Divinity from Union Theological Seminary in NY and a Doctor of Ministry from Andover Newton Theological in Boston. He received his financial planning training through Pace University in NY. He is a member of The National Association of Personal Financial Advisors (NAPFA), a national professional association of Fee-Only financial planners, and has served on numerous boards over many years. He recently was on the Board of the Montshire Museum of Science, where he was Treasurer and Secretary and is currently on the Board of Twin Pines Housing, a low-income housing organization. In addition to directing pastoral counseling centers in the Poughkeepsie area from 1976 to 1991, David worked part-time in the 1980s with investment real estate and founded a corporation dedicated to real estate financing. He and his wife live in Shelburne, VT and have two adult daughters, one of whom has recently become President of O&A.


Susan Otto Goodell joined Otto & Associates in 2007, after a 15-year career as a teacher. She serves as Treasurer of the West Newbury Congregational Church and is a Board Member of Oxbow Senior Independence Program. Susan is President and a co-owner of Otto & Associates and brings with her to the Norwich office a familiarity with the Upper Valley and expertise in working with younger families and the varied financial issues that arise for them. She is a graduate of Bates College and has a Master’s Degree from Antioch New England. Susan is a CERTIFIED FINANCIAL PLANNER™ professional and a member of The National Association of Personal Financial Advisors (NAPFA). She and her husband live in Newbury, VT and have two adult children.


Deborah Levy Maher joined Otto & Associates in 1997. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BA with honors from Vassar College. She is a member of the Financial Planning Association (FPA) and has served on the Board of the Greater Hudson Valley Chapter. Deborah was formerly a Vice President of Chase Bank and its predecessors Chemical and Manufacturers Hanover Trust, where she worked in a variety of lending and relationship management positions. Volunteer activities include pro bono financial planning through the FPA and serving as Vice President of The Inter-Religious Coalition of New Rochelle. She and her husband live in New Rochelle, NY and have three adult children.


Kathy Patton joined Otto & Associates in 2007 and serves as the Office Manager, a role that helps to streamline the office processes and procedures efficiently. She received a BS from Georgetown University, after which she worked at Goldman, Sachs & Co. for 14 years in the Equity Capital Markets and Asset Management divisions. When Kathy is not at O&A, she spends her time reading, playing tennis and caring for their new Dachshund puppy named Cash. She and her husband live in Bedford, NY and have three adult children.


Laura Bergstresser joined Otto & Associates as an administrative assistant in 2022. Laura has a master’s degree in anthropology and spent several years working as an archaeologist and environmental planner with the National Park Service before parenting small children in remote locations made staying home the more sensible option. Her family moved to the Upper Valley in 2010. Since then, Laura has balanced shuttling kids around the region for after-school sports, arts, and musical theater events with her paid and volunteer work. She’s been production manager for school musicals, the religious education director for their church community, a long-standing board member with the local library, and the assistant clerk at a local town office. She is happy to have joined O&A and looks forward to growing with the job.


Jessica Kischko Potter joined Otto & Associates as the administrative coordinator in spring of 2024. She received her bachelors degree (psychology) from Elmira College and her masters degree (athletic leadership) from Castleton University. Prior to joining, Jess worked as an assistant athletics director at Dartmouth College. Jess brings experience as an executive assistant at both Dartmouth, as well as Global Rescue, and almost a decade of coaching collegiate field hockey. She lives in Hartland, VT with her husband, two young boys and two crazy dogs. When not in the office or taking care of her boys, she is found on slopes, on the golf course, reading, or antiquing.