Team
Stephen Simmons
Managing Partner & Financial Adviser
(802) 332-3046
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
Insurance 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,...
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
Ted O'connor is a strategic partner specializing in Medicare since 2008 and is the Medicare Practice Leader at Borislow Insurance. Borislow Insurance is a top-rated employee benefit firm in New England. The Medicare practice is...