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Our Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and can help provide increased benefits to our clients.

Meet Our Team

Stephen Simmons

Founder & Financial Adviser

(802) 753-7385

steve@sfpvt.com

For more than twenty years Stephen has been helping clients to preserve, grow and transfer assets to their heirs in an efficient manner. Working with individuals, families, small businesses, and municipalities, Steve asks the...

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Jason Jeffers

Financial Advisor

(978) 545-1720

802-753-7385

jeffers_jason@nlgroupmail.com

With twenty-five years of experience, Jason brings a breadth of knowledge and history about the securities markets, investing, and retirement planning.  Jason lives and works on the North Shore area of Massachusetts, and serving...

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David Barker, EA

Partner, Tax & Insurance

(802) 753-7385

dbarker@sfpvt.com

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,...

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Michael Augustus

Insurance Services Associate

(802) 753-7385

mike@sfpvt.com

Michael joined Simmons Financial Partners in 2022 after moving to Vermont from his home state of Massachusetts.After experiencing a tragic event in 2017, Mike realized just how precious life is and how quickly it can end with no...
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Amy Thivierge

Client Services Associate

(802) 753-7385

info@sfpvt.com

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. 

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Danielle Simmons

Office Manager

(802) 753-7385

(802) 332-3046

info@sfpvt.com

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...

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Rachael Hickok

Benefits Consultant

(802) 753-7385

rachael_hickok@us.aflac.com

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.

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