Jo Ann has been in the financial industry since September of 2006. Her professional specialties are helping individuals, families and businesses with financial, retirement, estate planning and business succession strategies. She also works closely with matrimonial attorneys during the divorce process to review the proposed asset division and assist clients with the post-divorce financial strategies.  

Jo Ann has received the CMNB Award (Above & Beyond)**, the Vermont New Advisor Award presented by NAIFA-VT** and the National Life President's Achievement Award-Silver.**

Jo Ann is a long-time resident of Colchester, VT. She owns a large farm there that has been in her family for three generations. JoAnn and her partner, Pete, grow vegetables on the farm that they sell at their roadside stand. 

For more information, email or call 802.662.4923.

*Jo Ann is a Registered Representative and Investment Adviser of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05446  (802) 864-6819.

Jo Ann Thibault  Associates is independent of Equity Services, Inc.

**Awards are based on sales results.


Ken Nussbaum is a CPA and Consultant based in Richmond, VT. He offers guidance to individuals and their businesses, helping to make the right decisions for each specific situation. Ken provides perspective and experience on myriad tax, estate planning and financial counseling topics. Throughout his career, he has worked with couples seeking a way to unwind the financial aspects of their marriage in the most equitable manner. By focusing on the entirety of the situation, Ken provides solutions that allow people to reach their objectives. Ken understands that people's goals vary widely, and respects the divergent opinions to find opportunities to help couples reach consensus despite their differences. He is a "numbers guy" whose analysis goes beyond simply looking at the numbers.

Ken graduated from the University of Illinois at Urbana-Champaign in 1987 and the University of Illinois College of Law in 1990. 

For more information, visit,  email or call 802.264.9629.


Howard Levine has been an independent Financial Advisor for nearly twenty years helping individuals and businesses build, preserve and accumulate wealth. As an independent advisor and broker, Howard is able to provide clients objective advice and is free to utilize products most appropriate to meet his client's diverse needs.

Much of Howard's practice focuses on advising and guiding clients going through the transition of divorce. As a Certified Divorce Financial Analyst, (CDFA), Howard is brought into the collaborative divorce process to help couples outline their financial goals and objectives and understand the impact of their decisions.

In addition to working with the Chittenden County Collaborative Law Practice Group, Howard works closely with clients to address a broad range of financial and estate planning issues.

Committed to serving his community, Howard is a member of the Stowe Planning Commission and on the Board of Directors of the Stowe Rotary Club.

For more information, email or call 802.253.0160.