Vermont Retirement Planners, LLC

54 Highland Avenue
Manchester Center, VT 05255
nick@vtretirement.com
(802) 367-3958

87 North Main St.
Rutland, VT 05701
nick@vtretirement.com
(802) 772-7945

Team

 

Nick believes in empowering his clients through excellent service and advice, and he is driven to help them succeed in their lifelong goals.

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Melissa Bartlett, FPQP

Financial Planning Assistant

(802) 768-8572

(888) 824-4570

Melissa believes in providing unparalleled support and service to VTRPs clients, and is instrumental in helping them achieve their personal financial goals. Melissa earned her Associate Degree in Business Administration from Adirondack...

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Brooke Smith, MBA

Branch Operations Manager

(802) 855-8336

(888) 824-4570

Brooke strives to provide excellent service to clients while managing the daily operations of the business. She is a newly licensed financial advisor and is working under Nick to gain experience and learn how to serve clients in...

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Cameron Rodrigue

Client Services Manager

(802) 772-7318

(888) 824-4570

Cameron aspires to help client reach their goals through excellent customer service and communcation. Cameron is a graduate of Castleton University, where he earned his B.S. in Business Management and a minor in finance. Cameron has...

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Kiera Loomis

Branch Operations Assistant

(802) 772-7318

(888) 824-4570

Kiera aspires to provide excellent service to all clients as well as assist in the everyday operations of the business.Kiera graduated from Castleton University in 2023 with a Bachelor's degree in Business Administration with a...

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Alberta Towsley

Branch Operations Assistant

(802) 367-3958

(888) 824-4570

Alberta believes in providing great customer service and going the extra mile to help VTRP clients.Before joining VTRP she worked for Berkshire Bank, formerly Factory Point National Bank, for 35 years. During her time there she was a...

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