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 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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Bill Boyd

Registered Representative, Equity Services, Inc.

603-766-1975

Bill Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New Hampshire. He is also licensed to sell insurance in New Hampshire.

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Bradbury Cliff

Registered Representative, Equity Services, Inc.

(603) 625-5465

(802) 864-0331

Brad Cliff is a Registered Representative of Equity Services, Inc. and offers securities in New Hampshire, Maine and Massachusetts. He is also licensed 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 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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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

Registered Representative, Equity Services, Inc.

(603) 625-5465

(603) 289-5007

Dan Cabanel is a Registered Representative of Equity Services, Inc. and offers securities in New Hampshire and Massachusetts. He is also 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 Brown

Financial Representative

518-561-9674

518-561-5146

David is licensed to sell insurance in New York.

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Dick Trask

Registered Representative, Equity Services, Inc.

603-272-6130

Dick Trask is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New Hampshire. He is also licensed to sell insurance in 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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Dustin Wicksell

Financial Representative

518-857-2828

518-587-4686

Dustin is licensed to sell insurance in New York.

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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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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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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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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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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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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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Justin is licensed to sell insurance in Vermont.

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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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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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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 Finance and Operations

(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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Meredith Augustoni, CLU, ChFC

Registered Representative, Equity Services, Inc.

(802) 229-3138

(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

Registered Representative, Equity Services, Inc.

802-556-1539

802-864-0331

Michael is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also licensed to sell insurance in Maine, Michigan, New Hampshire, New York and Vermont.

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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

Registered Representative, Equity Services, Inc.

(802) 864-6819

(802) 864-0331

Peter Brynn is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also 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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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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Ron is licensed to sell insurance in Vermont. *Not practicing law on behalf of National Life Insurance Company, Life Insurance Company of the Southwest or Equity Services, Inc.

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Sean Finnegan

Registered Representative, Equity Services, Inc.

(518) 587-2828

518-587-4686

Sean Finnegan is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York and Florida. He is also licensed to sell life insurance in 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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Stacey Bevins

Director of Marketing and Business Development

802-861-7984

Stacey brings 16 plus years marketing and sales experience to the Agency. She is responsible for developing and overseeing marketing strategy for the Agency, its programs and services. She also works directly with financial advisors to...

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Stanley Thims

Registered Representative, Equity Services, Inc.

(802) 864-6819

(207) 829-6586

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

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Star Lamphere*

New Business Administrator

802-861-3420

802-864-0331

Star is our new business administrator. She supports the agency by processing new business and advising the agent along the process.

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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.

(802) 864-6819

(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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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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Wendy Letourneau

Registered Representative, Equity Services, Inc.

802-861-7985

802-864-0331

Wendy Letourneau is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. She is also licensed to sell insurance in Vermont.

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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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