Broker Check

Team

We take pride in the quality and longevity of our agency staff. Working together they have set the tone for our agency culture.

Our team is formed to serve the needs of our clients and our agents.

*The Vermont Agency Staff

 

Alex Haase

Managing Partner

(802) 861-8197

(802) 864-0331

Alex has been in the financial services industry for eight years. He is licensed to sell insurance in Vermont, New Hampshire, Maine and Florida. Alex Haase is a Registered Representative of Equity Services, Inc. and offers securiites...

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Amanda Alksnitis

Registered Representative and Investment Adviser of Equity Services, Inc.

(603) 625-5465

Amanda Alksnitis is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: New Hampshire.

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Ariana Rodriquez

New Business Administrator

(802) 861-3420

(802) 864-0331

Ariana works with our agents in assuring all new life business is processed quickly and efficiently.

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Bradbury Cliff

Financial Representative

(603) 625-5465

(802) 864-0331

Brad Cliff islicensed to sell life insurance in New Hampshire.

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Brian Cussimanio

Registered Representative, Equity Services, Inc.

(802) 238-4084

(802) 864-0331

Brian Cussimanio is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell insurance in Vermont.

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Carrie Shepard*

New Business Manager

(802) 861-4486

(802) 864-0331

Carrie processes National Life Insurance Company, Montpelier, VT and Life Insurance Company of the Southwest, Addision, TX life and annuity applications and follows up through to issue.

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Charles Reutemann

Registered Representative and Investment Adviser of Equity Services, Inc.

Charles Reutemann is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: New York.

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Chase is licensed to sell insurance in the state of Vermont

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Chris Saras

Registered Representative, Equity Services, Inc.

(802) 861-4485

(802) 864-0331

Chris Saras has been in the financial services industry for seventeen years. He is a registered representative and investment adviser representative of Equity Services, Inc. and offers securities in Vermont.

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Chris Sommer

Financial Representative

802-458-5598

802-864-0331

Chris Sommer is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell insurance in Vermont.

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Christopher Huchro

Registered Representative, Equity Services, Inc.

(518) 563-7310

(518) 561-5146

Chris Huchro is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York and New Jersey. He is also licensed to sell insurance in New York and New Jersey.

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Corey Hevrin

Registered Representative, Equity Services, Inc.

802-861-3423

802-864-0331

Corey Hevrin is a Registered Representative of Equity Services, Inc. and offers securities in Vermont, Florida and Washington, D.C. He is also insurance-licensed in Vermont.

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Dan Cabanel, LUTCF

Financial Representative

(603) 625-5465

(603) 289-5007

Dan Cabanel is insurance licensed in New Hampshire and Massachusetts.

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Daniel Streeter, CPA, PFS

Registered Representative, Equity Services, Inc.

(802) 651-6928

(802) 651-6929

Dan Streeter is a Registered Representative and Investment Adviser Representative of Equity Services Inc. and is licensed to sell investment products in Vermont, Minnesota, Indiana, Massachusetts, New York and New Jersey.

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David Hodgkins, Jr.

Registered Representative, Equity Services, Inc.

(603) 224-2777

David Hodgkins is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: New Hampshire. He insurance licensed in the following states: New Hampshire.

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Donald Boisvert, CLU, ChFC

Registered Representative, Equity Services, Inc.

(603) 625-5465

(603) 625-9594

Donald Boisvert is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NH, CA, FL, VT, NY, ME and RI. He is insurance licensed in NH, ME, VT, RI, MA and FL.

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Donald Reutemann, CFP®

Registered Representative and Investment Adviser of Equity Services, Inc.

Donald Reutemann is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Arizona, Colorado, Florida, Georgia, Maryland, Michigan, New York, Vermont....

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Edmond Rousse, LUTCF

Registered Representative, Equity Services, Inc.

(802) 229-3234

(802) 229-3341

Edmond Rousse is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell insurance in Vermont.

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Eloise is licensed to sell insurance in Vermont, New Hampshire, Massachusetts, Virginia, Indiana, Minnesota, Arizona and Texas. To learn more about Eloise, please visit www.clientcenteredfinancial.com.

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Gayle M. Jendzejec, CLU

Investment Adviser Representative, Equity Services, Inc.

Gayle Jendzejec is an Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Rhode Island. Gayle is insurance licensed in the following states: Rhode Island.

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Gordon has a passion for Financial Planning. His long-term commitment to clients and deep connections to the community ultimately set in motion the creation of MENT Financial Group. Gordon offers his clients the strength and history of...

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Guy Alderdice

Registered Representative, Equity Services, Inc.

802-864-6819

Guy Alderdice is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. He is also insurance-licensed in Vermont.

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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 S65/66 Investment Advisor...

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John (Iain) Hamilton, LUTCF

Registered Representative, Equity Services, Inc.

(207) 622-7667

(207) 623-4068

Iain Hamilton is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maine. He is also licensed to sell insurance in Maine.

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Jake Savio

Financial Representative

(802) 861-8183

(802) 864-0331

Jake is licensed to sell insurance in the state of Vermont.

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James Handy, CLU

Registered Representative and Investment Adviser Representative of Equity Services, Inc.

Jim Handy is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Vermont. Jim is insurance licensed in the following states: Vermont

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Jan Knutsen

Registered Representative, Equity Services, Inc.

(802) 861-3421

(802) 864-0331

Jan partners with individuals and business owners to provide life insurance, annuities, mutual funds, retirement strategies, equities, disability insurance and employee benefits.

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Jason McFaul

Registered Representative, Equity Services, Inc.

(802) 861-3371

(802) 864-0331

Jason McFaul is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. He is insurance licensed in Vermont.

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Jeffrey Haller

Registered Representative and Investment Adviser of Equity Services, Inc.

(207) 725-9227

Jeff Haller is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Maine. Jeff is insurance licensed in the following states: Colorado, Connecticut,...

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JoAnn Thibualt, FSS, CDFA

Registered Representative, Equity Services, Inc.

(802) 355-7564

(802) 864-0331

www.JoAnnThibault.comJoAnn Thibault is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. She is also licensed to sell insurance in Vermont.

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John Holzscheiter

Registered Representative, Equity Services, Inc.

(802) 363 4156

(802) 864-0331

John Holzscheiter is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. Securities are offered solely by Equity Services, Inc. The Vermont Agency is independent of Equity Services, Inc.

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Jonathan is licensed to sell insurance in the state of Vermont

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Joseph Garcia

Registered Representative, Equity Services, Inc.

(518) 561-9674

(518) 561-5146

Joe brings with him more than 25 years of experience in the financial services industry. He offers his experience and commitment to individuals, business owners and their families.

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Justin Beauregard

Registered Representative, Equity Services, Inc.

(207) 883-2009

(802) 864-0331

Justin Beauregard is a Registered Representative of Equity Services, Inc. and offers securities in Maine. Justin is also licensed to sell insurance in Maine.

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Kami Cunningham*

Marketing and Stategic Programs Coordinator

802-861-8188

802-864-0331

As the Marketing and Strategic Programs Coordinator Kami works closely with the Marketing Director on agency event planning, marketing and implementation; marketing and managing the Agency programs such as SAGE and Innovative Wellness...

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Katie Hinman

Marketing & Administrative Assistant

(802) 864-6819 x174

Larry Hawley

Financial Representative

802-861-4488

802-864-0331

Larry is licensed to sell insurance in Vermont.

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Laurie Hasso

Registered Representative, Equity Services, Inc.

5188740422

Laurie Hasso is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York. She is also insurance-licensed in New York.

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Layla is our director of first impressions. She greets our clients and agents and keeps the front office running smoothly.

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Lorena Bortz*

Database Administrator, Accounts Payable Assistant and Compliance Coordinator

802-861-3372

802-864-0331

Lorena is our Database Administrator, Accounts Payable Assistant and Compliance Coordinator. She is responsible for maintaining Agency data and report administration. She reviews, advises and submits all advertising review materials...

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Lori Handy

Financial Representative

(802) 861-3429

(802) 864-0331

Lori is licensed to sell insurance in the state of Vermont.

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Mark Elstner, CLU, ChFC

Registered Representative, Equity Services, Inc.

(802) 864-6819

(802) 864-0331

Mark Elstner is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. He is also insurance-licensed in Vermont.

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Matthew Walker

Registered Representative, Equity Services, Inc.

(802) 864-6819

(802) 864-0331

Matthew Walker is a Registered Representative of Equity Services, Inc. and offers securities in the Arizona, Florida, Maine, New York and Vermont. He is also licensed to sell life insurance in Vermont.

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Melissa Cushing*

Director of Business Acquisition & Agent Development

(802) 861-3376

(802) 864-0331

Melissa is responsible for our new agent on-boarding and training process. She also coordinates the operations of our new business department and assists the recruiting team in their daily operations.

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Melissa Lemay

Financial Representative

Melissa Lemay is insurance licensed in the following states: New York, South Carolina, Pennsylvania.

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Meredith Augustoni, CLU, ChFC

Registered Representative, Equity Services, Inc.

(802) 522-2684

(802) 229-3341

Meredith Augustoni is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. She is also licensed to sell insurance in Vermont.

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Michael C. Donnelly, LUTCF

Registered Representative, Equity Services, Inc.

(802) 877-2300

Michael Donnelly is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maine, New Hampshire, New York, Rhode Island and Vermont. He is also insurance-licensed in Vermont,...

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Michael Allan

Financial Representative

802-556-1539

802-864-0331

Michael is licensed to sell insurance in Maine, Michigan, New Hampshire, New York and Vermont.

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Michael G. Castillo, LUTCF, CFP®, CLU

Registered Representative and Investment Adviser of Equity Services, Inc.

Mike Castillo is a Registered Representative and Investment Advisor.

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Michelle Lawrence, CPA, PFS

Registered Representative, Equity Services, Inc.

(802) 652-1174

(802) 864-0331

Michelle is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont, New York & New Hampshire.

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Patrick Griffin

Registered Representative, Equity Services, Inc.

(802) 238-9551

(802) 864-0331

Patrick Griffin is a Registered Representative of Equity Services Inc. and offers securities in Vermont. He is also licensed to sell insurance in Vermont.

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F. Peter Brynn, CLU

Financial Representative

(802) 864-6819

(802) 864-0331

Peter Brynn is insurance-licensed in Vermont.

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Peter Pelletier, CLU, ChFC

Registered Representative, Equity Services, Inc.

(603) 356-8223

(603) 356-9312

Peter Pelletier is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maine & NH. He is also licensed to sell insurance in Maine & NH.

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Randy Raner began his financial services career in 1990. Randy first joined The Vermont Agency and National Life Insurance Company as an agent and also as a registered representative of Equity Services, Inc.

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Richard Frontera, CLU, ChFC, CFP®

Registered Representative and Investment Adviser Representative of Equity Services, Inc.

Richard Frontera is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York and he is insurance licensed in New York.

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Rodrique P. Cousino

Registered Representative, Equity Services, Inc.

(802) 453-2497

(802) 864-0331

Rod Cousino is a Registered Representative of Equity Services, Inc., and offers securities in Vermont and Florida. He is also licensed to sell life insurance in Vermont.

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Scott Matassa, CLU, ChFC

Registered Representative and Investment Adviser, Equity Services, Inc.

Scott Matassa is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Maine. Scott is insurance licensed in the following states: Maine.

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Scotty Pires

Financial Representative

Scotty Pires is insurance licensed in the following states: Massachusetts, Rhode Island, Connecticut, Maine, New Hampshire, Vermont.

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Sean Finnegan

Financial Representative

(518) 587-2828

518-587-4686

Sean Finnegan is is also insurance licensed in the following states: New York and Florida.

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Sean is licensed to sell insurance in Vermont, New Hampshire, New York and Florida.

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Shon McLain

Registered Representative, Equity Services, Inc.

(518) 587-2828

(518) 587-4686

Shon McLain, the founder and President of Saratoga Strategic Partners, started this company in 2007. He has been a financial planner since 2000.

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Stanley Thims

Financial Representative

(802) 864-6819

(207) 829-6586

Stanley Thims is a Financial Representative with The Vermont Agency. He is also licensed to sell insurance in Maine and Florida.

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Starr Barnum, V

Registered Representative, Equity Services, Inc.

(802) 324-3831

(802) 864-0331

Starr specializes in helping families and business owners develop a strategy to help them reach their financial goals.

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Stephen Roberts, ChFC

Registered Representative, Equity Services, Inc.

(386) 338-3098

(802) 864-0331

Steve Roberts is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in FL, OH & VT. He is also insurance-licensed in FL, IN, NH & VT.

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Thomas Lansing, Jr.

Financial Advisor at Burnt Hills Financial

518-357-8427

518-691-9364

Thomas Lansing is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offers securities in New York, Vermont, and Texas. Thomas is insurance licensed in New York, Vermont and Texas.

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Timothy O’Halloran, CFP®

Registered Representative, Equity Services, Inc.

(207) 774-5781

(207) 761-8079

Tim O'Halloran is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Maine.

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Wesley Greeley, LUTCF

Financial Representative

(603) 625-5465

(802) 864-0331

Wes Greeley is licensed to sell insurance in New Hampshire.

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Will Hinman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell insurance in Vermont, Maine, New York, Pennsylvania and Florida.

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William Herbst CLU, ChFC

Registered Representative, Equity Services, Inc.

802-861-3428

William Herbst is a Registered Representative of Equity Services, Inc. and offers securities in Vermont.

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Willie Miles

Financial Representative

Willie Miles is a Financial Representative. He is insurance licensed in Massachusetts, New Hampshire, and Texas.

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