The Vermont Agency, an affiliate of National Life Group has announced that two of our associates, Starr Barnum, V, a financial representative in our Colchester Vermont office and Michael Castillo, LUTCF, CFP®, CLU, a financial representative with Landmark Financial Services, LLC in Vergennes have recently earned their Master Mentor accreditation from MoneyTrax.
To become a Master Mentor Barnum and Castillo participated in a year-long professional development program presented by MoneyTrax. They are now masters in communicating concepts and strategies within the Circle of Wealth® System. Their objective is twofold; to be better positioned to serve the needs of their clients when providing financial consultation; and to serve the industry as a mentor to other financial representatives that are registered users of Circle of Wealth.
Randall Raner, CEO of The Vermont Agency, states that Barnum and Castillo are role models for our agency and the financial services industry.