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Personal assistance

Your plan offers a wide range of resources, no matter where you are on your journey.

When it comes to planning for your financial future, you don’t have to go it alone.

We want you to feel comfortable and confident saving for retirement. After all, this is your financial future we’re talking about. No one knows better than you the importance of making sure your savings is always working as hard as it can.

At any time, you can meet with a professional retirement counselor who can provide one-on-one assistance. Choose the counselor that is located in your region.

Brian FicekRetirement Counselor

Phone: (802) 222-1798
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Counties: Chittenden, Lamoille, Franklin, Grand Isle

School systems: Caledonia Central , North Country , Burlington School District, Essex/Westford School District, Mount Mansfield Unified Union School District, Lamoille North Unified supervisory unit, Lamoille South supervisory unit, Maple Run Unified School District, Grand Isle supervisory unit, Milton Town School District, Franklin Northeast supervisory unit

Susan KibbeRetirement Counselor

Phone: (802) 391-7229
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Counties: Bennington, Windham, Windsor, Rutland

School systems: Patricia A. Hannaford Career Center, Greater Rutland County supervisory unit, Rutland Northeast supervisory unit, Two Rivers supervisory unit, White River Valley supervisory unit, Windham Southeast supervisory unit, Windham Southwest supervisory unit, Windsor Central Modified supervisory unit, Windsor Southeast supervisory unit

Gilles OwenRetirement Counselor

Phone: (802) 622-4240
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Counties: Orange and Addison, Washington (excluding Montpelier and Berlin)

School systems: Mt. Abraham United School District, Addison Northwest Unified School District, Champlain Valley School District, Colchester School District, South Burlington School District, Harwood Unified Union School District, Winooski School District, Orleans Central , Orleans Southwest

Ronald (Chip) SanvilleRetirement Counselor

Phone: (802) 274-0172
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Counties: Orleans, Essex, Caledonia, Washington (Montpelier and Berlin only)

School systems: Kingdom East supervisory unit, Essex North supervisory unit

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