The VERMONT AGENCY offers a variety of financial services to families, business owners and professionals.  With offices in Vermont, New Hampshire, Maine, and Plattsburgh, NY *, it is our desire to help our clients balance their business and personal financial needs with their future financial goals and objectives. 

We take pride in the reputation we've earned for providing high quality products and services. We pledge to give you that same high level of personal attention and welcome the opportunity to do so.

We Believe...

  • Anyone upon whom others rely has the responsibility to protect them from financial hardship.

  • Anyone who builds something of value has the right and responsibility to decide what happens to those assets.

  • Success begins with family.

  • We are in the personal accountability business.

  • The height of your success will be your ability to live a balanced life.

  • Conviction is built from quality life experiences, shared values and mutual respect.

  • The commitment to education is the basis for an enduring life experience.

  • In the collective involvement of all associates in your success.

  • A smile is a snapshot to your character.

We Believe.... Our most Valuable Asset is YOU!


We take our commitments to our clients seriously. Each of our associates receives ongoing training and education in insurance, estate planning strategies, and pension planning, and each is backed by one of the country's oldest and most respected life insurance companies. Our associates are encouraged to attain notable and prestigious industry designations such as Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP).

* Not all of our Agents/Registered Representatives are licensed in all states.