210 South St #7
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder & Financial Adviser
For more than seventeen years Stephen has been helping clients to preserve, grow andtransfer assets to their heirs in an efficient manner. Working with individuals, families, small businesses,and municipalities, Steve asks the...
Partner, Tax & Budgeting
Hailing from Syracuse, New York David graduated from LeMoyne College with a B.S. in business administration, and from the State University of New York / Oswego with an M.S. in education. With his extensive background in education,...
Insurance Services Associate
Michael joined Simmons Financial Partners in 2022 after moving to Vermont from his home state of Massachusets. He is an active agent with New Life, National Life, Pacific Life, and through his association with Simmons Financial...
Client Services Associate
After a rewarding career as an English teacher, Amy was looking for something new when she joined the firm in 2022. Today, she provides support for the team while being the first point of contact for our clients.
Danielle is responsible for the operational and business management of the firm. After attending Hudson Valley Community College she began her career in 1990 with a McDonalds franchisee, where she spent eleven years in restaurant...
Rachael helps business owners and managers with their employee benefits programs. She assists owners by consulting on and implementing accident, disability, health, and life insurance benefits.
Since 2010, Ted O’Connor has advised and assisted over 5,000 individual clients as a Medicare coach and professional. Ted takes pride in educating his clients on the wideranging spectrum of Medicare options and features. He has hosted...