Broker Check

Press Release

Heather Lyon joins The Vermont Agency

April 27, 2018

COLCHESTER, VT

The Vermont Agency is excited to announce that Heather Lyon has joined The Vermont Agency as Chief Operating Officer and Chief Financial Officer.   The addition of Heather to the Agency’s leadership team evidences the continued commitment to the growth of the Agency and to our mission is to serve our agents and their clients.

Heather has been in the Financial Services Industry for over 22 years.  Her diverse background includes experience as a Branch Manager, Financial Advisor, CEO of a Broker Dealer, Head of Operations and most recently as an AVP/Senior Client Partner for a leading Insurance Carrier in Vermont. Heather’s sales, operations, relationship management and strategic business planning experience will bolster the Agency’s ability to focus on agent development and client services.

Heather holds her Life, Accident and Health licenses along with the following securities licenses: S7, General Securities, S24 General Securities Principal, S27 Financial and Operations Principal and S66 Investment Advisor Representative.  

The Vermont Agency™ proudly serves its clients throughout Vermont, New Hampshire, Maine, and Upstate NY through its multi-state offices and committed professionals who work with people on retirement planning strategies, asset management, estate planning strategies, and help families plan for other things like how to pay for college.


Heather Lyon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment   advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Dr. Ste. 200, Colchester, VT 05446. Tel: 802-864-6819. The Vermont Agency is independent of Equity Services, Inc. TC100876(0518)1 



Gordon Rhoads joins the Vermont Agency

June 1st, 2018

COLCHESTER, VT

The Vermont Agency is pleased to have Mr. Rhoads join our team of financial professionals.  Gordon leads a forward-thinking small firm that helps individuals, families and businesses develop solutions in all phases of their financial lives.  Prior to establishing The MENT Financial Group, Gordon Rhoads worked with his clients at People’s United Bank as a successful Financial Advisor focusing on holistic, personalized financial planning. This month, Gordon moves offices from Winooski to join the Vermont Agency at Water Tower Hill in Colchester. The new affiliation is already setting a new standard in the industry.   Recently, while addressing a group of new agents Gordon Rhoads shared, “Our Brand and Mission represent engagement, development, and enrichment. It means that we always get to know our clients, develop a deep understanding of their goals, and then work toward meaningful results-oriented solutions.”

To do so, Gordon tailors his strategies – offering prudent advice and solutions through his team of financial professionals – to suit client needs and provide financial confidence as their needs evolve. The dedicated leadership at MENT Financial and the Vermont Agency remain committed to a single mission, “To Dramatically Impact the Lives of Others.”  Gordon Rhoads speaks directly to the mission saying that, “Now more than ever before, we are driven to enable positive change in the financial services industry and fulfill a vision of creating a positive impact in the community.”


Gordon Rhoads is a Registered Representative and an Investment Adviser Representative of and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05446 Tel: 802-864-6819. The Vermont Agency and MENT Financial are independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company, Montpelier, Vermont, and its affiliates. Equity Services, Inc is a Broker/Dealer affiliate of National Life Insurance Company.



The Vermont Agency Partners with Girls on the Run to Sponsor Annual 5K Celebration

June 6, 2018

COLCHESTER, VT

The Vermont Agency announces its sponsorship of the annual Girls on the Run Vermont Northern 5k, taking place at 10am on Saturday, June 2nd, 2018 at the Champlain Valley Exposition in Essex Junction. This celebratory event is the culmination of GOTRVT’s 10-week, after school empowerment program for 3rd to 8th grade girls, and is open for the community to participate as a runner, walker, volunteer, or sideline supporter.

“The Vermont Agency chooses to support Girls on the Run because we believe that empowering young girls creates a stronger future for Vermont. This organization instills girls with the confidence necessary for them to take charge of their health and achieve their goals – both in and outside of the program,” says Kami Cunningham, Director of Marketing.

This year, the Girls on the Run program -- along with their Heart & Sole curriculum for 6th to 8th
grade girls -- will reach more than 3,000 girls at over 160 sites in the state. Proceeds from the 5k event benefit GOTRVT’s Every Girl Fund, helping to ensure that every girl who participates in the program receives financial assistance – and that increased aid goes to those girls who need it the most.

For more information about the 5k or Girls on the Run Vermont please visit  www.GirlsOnTheRunVermont.org.



About Girls on the Run Vermont:

Girls on the Run Vermont is an independent and 501(c (3) recognized council of Girls on the Run International (GOTRI), which has a network of over 200 councils across the United States. Since 1999, Girls on the Run Vermont has empowered over 44,000 Vermont girls grades 3-8 to develop physical, emotional and social well-being through a 10-week afterschool program held at over 160 sites statewide. Their mission is to inspire girls to be joyful, healthy and confident using a proven, experience-based curriculum that addresses developmentally appropriate life skills and which creatively integrates running, stretching, and strengthening exercises. Find out more at www.GirlsOnTheRunVermont.org.



THE VERMONT AGENCY RECOGNIZES LOCAL ASSOCIATES FOR 2017 ACHIEVEMENTS!

The Vermont Agency recently awarded their top 2017 agents at their annual awards banquet which was held at the Hilton in Burlington.

Daniel J. Streeter, CPA**, PFS was presented with the Blaine W. Sprout Award* which is presented to the agent who is the top associate of the Agency. The Super Bowl Award* was presented to James Handy, CLU for second top associate of the Agency. Michelle Lawrence, CPA, PFS was presented with the David M. Boardman Award* which is presented to the associate who has displayed a positive work ethic while consistently producing at a high level during the prior year. The Ethan Allen Associate of the Year Award was presented to Thomas Lansing for displaying the greatest professional growth as an associate within their first four years. The Fred S. Brynn Award was presented to Bluepoint Financial: Timothy O’Halloran, CFP and Justin Beauregard as the associates who displayed the greatest professional growth over the previous year. Donald Boisvert, CLU, ChFC received the CMNB Above & Beyond Award for contributing the greatest to others. Diane Mandel received the CMNB Dramatic Impact Award for her unselfish contribution to the growth of the Agency. Ketler Bosse received the Steve Kostka Pride Award* which is based on the number of life insurance applications submitted for that year. Timothy O’Halloran, CF received the ESI Summit Award which is presented to the top equities representative of the year and Christopher Huchro, received the Giving Tree Award for his support of and involvement with The Vermont Agency Foundation.

The Agency also received recognition by National Life Group for outstanding sales results in 2017. National Life awarded the agency with the Sentinel Agency Award, the Annuity Agency Leader award, the Equity Services Gold award and the Chairman’s Trophy Silver award for their 2017 successes.

The Vermont Agency Recognizes and Congratulates their 2017 President's Club* Qualifiers for Dramatically Impacting the Lives of Others

Guy A. Alderdice, Jr., Starr H. Barnum, V, Ketler Bosse, Mark L. Elstner, CLU, ChFC, Jeffrey M. Haller, James J. Handy, CLU, Laurie Hasso, CLU, CFP®, ChFC, David Hodgkins, Stephen Kende, Thomas Lansing, Michelle P. Lawrence, CPA, PFS, Ross Steelman,Daniel J. Streeter, CPA, PFS, Nick Taylor, Sr., LUTCF, Matthew A. Walker and Alim Yai.

 

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, and its affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Equity Services, Inc. (ESI), Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of ESI. Sentinel Investments® is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc. All companies, unless otherwise noted, are affiliated and are located in Montpelier, VT. The Vermont Agency is independent of ESI and Sentinel Investments. The Vermont Agency’s offices serve as the Northern New England general agency of National Life Group.

The Vermont Agency proudly serves its clients throughout Vermont, New Hampshire, Maine and Upstate New York through its multi-state offices and committed professionals who work with individuals, business owners and their families to help address their needs for protection, asset accumulation, retirement planning, estate planning strategies, and business planning – both business continuation and selective employee benefits.

 

*Based on sales criteria. **Tax advice and accounting services are offered independently of The Vermont Agency. TC100603(0418)1