Team
Stephen Simmons
Managing Partner & Financial Adviser
(802) 332-3046
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...
Amy Thivierge
Client Services Associate
Danielle Simmons
Office Manager
802-332-3046
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...
David Barker
Financial Services Associate
802-332-3046
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,...
Michael Augustus
Life Insurance Associate
Rachael Hickok
Benefits Consultant
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.
Ted O'Connor
Medicare Consultant