The Vermont Agency

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The mission of the Vermont Agency is to dramatically impact the lives of others. We live this mission one day at a time, one client at a time. Thank you for your trust in us.

We are proud to say:

  • We serve over 20,000 clients.
  • The number of lives we've touched is immense with more than $910 million of life insurance in force and $615 million in assets under management.4
  • We are afflitated with National Life Insurance Company (NLIC), a 169 year old organization based in Montpeler, VT.
  • We have donated over $500,000 to local Vermont charities on behalf of our agents through our Vermont Agency Foundation.
  • We are committed to providing our clients with a consistent quality financial experience.
  • We do this through our proprietary Critcal Mass No BoundriesTM process.
  • We have 200 agents that represent us throughout Vermont, New Hampshire, Maine, Upstate New York and Rhode Island.
  • We would love to serve you as you plan for your secure financial future!

To learn more about The Vermont Agency, please visit our website at

A special thank you to our representatives that work to help meet the hopes, dreams and desires of their clients. We appreciate you!

Guy Alderdice

Amanda Alksnitis

WilliamJ.Allen, LUTCF

Richard B. Anderson

Meredith T.Augustoni, CLU, ChFC

Sage T. Bahre

Sean M. Barewicz

Starr Barnum, V

Justin T. Beauregard

David Belisle

Janet C. Binkerd


Donald R. Boisvert, CLU, ChFC

Ketler Bosse

Jonathan E. Bryer

E Peter Brynn, CLU

Daniel E Cabanel

Brian Casey

Michael G. Castillo, LUTCF, CFP®3, CLU

Eric A. Caswell

Mark Chaffee

Benjamin Chamberlin

Michael Charleton

Bradbury D. Cliff

Hailey Costa

Rupert Cote, LUTCF

Rodrique P. Cousino

Kami Cunningham

Brian S. Cussimanio

Frank Depeters

Michael C. Donnelly, LUTCF

Fred Dufrense

Gilbert M. Edelston

Mark L. Elstner, CLU, ChFC

Louise E. Evans, CFP®3, CLU

Justin Ferguson

Sean Finnegan

Colin J. Fucci

Joseph Garcia

J. Townsend Gilbert

John Gorsline

Jonathan Gray

Wesley Greeley, LUTCF

Patrick R. Griffin

Alexander H. Haase

Jeffrey M. Haller

John K. Hamilton, LUTCF

James]. Handy, CLU

Lori E. Handy

Laurie Hasso, CLU, ChFC, CFP®3

Stephen Hasso, CLU, ChFC, CFP®3

Eloise A. Hedbor

William Herbst

James W Herlihy, CLU

Corey L. Hevrin

William T. Hinman, CLU, ChFC

David Hodgkins

John K. Holzscheiter

Christopher]. Huchro

Gwendolyn N.Jefferson

Gayle Jendzejec

Stephen M. Jones, II

Donna Joslyn

Thomas M. Kasprzak

Sean T. Keefe

Stephen]. Kende, CLU

Jeffrey King


Jan Knutsen

William Kopp

Mark B. Kostrzewski, CLU, ChFC

Brenton Lane

Thomas Lansing

Michelle P. Lawrence, CPA2, PFS

Jason Lennox

William J. Logue

Ron Maggio

Diane Mandel

Bryan Marabella

Scott C. Matassa, CLU, ChFC

Jason M. McFaul

Shan McLain

Renata E. Merolli, JD1

Mary Mikel

Willie Miles

Lloyd S. Miller

Tony Matt

Ray Naber

Todd Novelli

Karyn O'Connor

Timothy A. O'Halloran, CFP®3

William E. Patno, CLU

Peter A. Pelletier, CLU, ChFC

Allen H. Phillips, CLU, ChFC

Scotty Pires

Fausto Pratico

Daniel Reagan

Josh Reagan

Jared Record

Sue Rhodes-Greene

Stephen 0. Roberts, Ch FC

Edmond G. Rousse, LUTCF

Phil Sandler

Christopher L. Saras

Jacob Savio

Anthony Scalise

Blake Schill

Robert H. Schill

Russell Schmidt

Brent M. Sleeper

Matthew Smith

Peter M. Smith, CLU, CFP®3

Adam M. Smolen

Chris Sommer

Laura Sonovick

Jaime Sousa

John Steckel

Ross P. Steelman

David Stein

Daniel]. Streeter, CPA2, PFS

Cheryl Taylor

JoAnn Thibault, FSS

StanleyThims, CFP®3, CLU, ChFC

Matthew A. Walker

David West

John Willey

C. Tyler Wood


354 Mountain View Drive, Suite 200

Colchester, VT 05446

(802) 864-6819


1 Not practicing law.
2 Not practicing accountancy.
3 CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
4 Assets are managed through Registered Representatives and Investment Advisor Representatives of ESI. Securities and investment advisory services are offered by Equity Services, Inc. (ESI) a Broker-Dealer and Registered Investment Advisor affiliate of N LIC. The Vermont Agency and The Vermont Agency Foundation are independent of ESI. TC98544(lll7)l