Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Insurance & Annuities

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Sports Enthusiast
  • Personal Fitness
  • Motorcycles

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 08:00AM - 06:00PM
Tuesday 08:00AM - 06:00PM
Wednesday 08:00AM - 06:00PM
Thursday 08:00AM - 06:00PM
Friday 08:00AM - 06:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing


(888) 536-6286

Branch Team

  • Janice Berg
    Sr. Branch Office Administrator

Office Address

1222 Putney Road
Brattleboro, VT 05304
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Mailing address

Po Box 8248
Brattleboro, VT 05304

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