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 www.vermontagency.com
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
TammyBluto
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
MarkWKlein
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
AlimYai
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