Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 04:00PM
Tuesday 08:30AM - 04:00PM
Wednesday 08:30AM - 04:00PM
Thursday 08:30AM - 04:00PM
Friday 08:30AM - 04:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Evenings
  • Weekends

Fax

(888) 290-0547

Branch Team

  • Kat Kenealy
    Branch Office Administrator

Office Address

3 Pitkin Court Suite 101
Montpelier, VT 05602
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