Meet the Experts Behind SFP Tax & Insurance
David Barker, EA
Hailing from Syracuse, New York, David graduated from LeMoyne College with a B.S. in business administration and from the State University of New York Oswego with an M.S. in education. With his extensive background in education, David joined Simmons Financial to help educate clients in the areas of personal finance and to provide them with the tools needed to attain their goals.
David holds the designation of Enrolled Agent (EA) awarded by the Internal Revenue Service. An EA is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. David enjoys preparing federal and state filing forms for clients, as well as being our in-house resource to answer your questions throughout the year. His federal preparer tax identification number (PTIN) is P02278229.
In his role, David also assists our clients with insurance related matters, including Medicare and retirement income. David is also our in-house resource for Medicare in Vermont. He is appointed with Aetna, Humana, United Healthcare, Vermont Blue, & Wellcare.
As a retired educator himself, David found a niche working with local schools: helping their faculty and staff with their 403(b) retirement plans.
David resides in Bennington, Vermont, with his wife and daughter. He is an avid college sports fan, following the football and basketball programs at Syracuse University.
David is insurance licensed in Vermont.
Michael Augustus
Michael joined Simmons Financial Partners in 2022 after moving to Vermont from his home state of Massachusetts.
After experiencing a tragic event in 2017, Mike realized just how precious life is and how quickly it can end with no advance notice. This experience, having had a dramatic impact on Mike, was directly related to his decision to enter the financial services profession in order to educate the public about the importance and need to have the right amount and type of insurance in place. Mike believes "it is important to plan for what might be, in case it does."
Mike holds a BA in business management from Nichols College in Dudley, Massachusetts. He holds his life and health licenses for Maine, Massachusetts, Vermont, New York, Rhode Island, Texas and Florida.
In his spare time, Mike enjoys the many outdoor activities that Vermont offers, as well as spending time with family and friends.
