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Vermont Associates

Click on the name below to get more information about each of our Associates.

Josh Patrick - Specializes in working with private businesses and their owners. To set a time to speak with Josh click here or call (802) 846-1264.

Sandra Maynard - Working with women in transition. To set a time to speak with Sandra, call (802) 846-1264.

Chris Douglass - Specializes in pre- and post retirement planning. To set a time to speak with Chris call (802) 846-1264

Peter Phillips

Specializes in retirement planning, life insurance, annuities, and mutual funds. To set a time to speak with Peter call (802) 846-1264.

Melissa Provost

Client Service Specialist

DISCLOSURE: Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.