Our Management Team
Pete is the General Agent of Charter Oak Insurance and Financial Services Co. The agency is represented throughout New England with offices in Western and Central Massachusetts, Greater Hartford, Greater New Haven, Fairfield County, Connecticut and metropolitan New York.
A 30-year veteran of the insurance and financial services industry, Pete served as general agent to MassMutual’s Rochester agency; co-general agent at The New England/Robinson Co. in Waterbury, Connecticut; and as an agent at the New York Life Insurance Company. Before entering the financial services world, he coached college basketball for over seven years, and worked as a social worker in his hometown of New Haven, Connecticut.
A firm dedication to community service has remained at the center of all of Pete’s professional endeavors. This dedication is evidenced in his creation of the Charter Oak Fund, which provides funding to organizations focused on children, particularly those with special needs.
Pete lives in Longmeadow, Massachusetts with his wife. They have three children.
Brendan focuses his role as GA largely on the recruitment and professional development of new and experienced associates. In addition to these duties, he is responsible for Charter Oak’s sales management team and agency training program.
Throughout his career, Brendan has been recognized as a leading field agent and nationally recognized sales manager. Within Brendan's three years in his capacity as GA, Charter Oak has continued to be recognized by MassMutual for its financial growth and increase in field force. Through his talent for recruiting and developing new advisors, Brendan has also been instrumental in helping to expand Charter Oak's reach throughout Fairfield and Westchester counties and into New York. Under Brendan's leadership, Charter Oak has twice been named as among the "Best Places to Work in Connecticut" by the Best Places Group, and as a Top Work Place for 2013 by Workplace Dynamics and the Hearst Media Group.
In 2012, Brendan was named to Fairfield County Business Journal's 40 Under Forty list, which recognizes rising stars in business and in the community. He is the co-founder of the Charter Oak Fund, a charitable fund whose proceeds support small grassroots organizations benefiting children. He is also an active contributor to the Western Connecticut Health Network, the Women's Center in Danbury, and the Connecticut Food Bank.
Brendan resides in Newtown with his wife and their three daughters.
Chief Operating Officer
In her role as Charter Oak’s COO, Linda is primarily responsible for the agency’s financial management and day-to-day operations. She also serves as a liaison between Charter Oak’s agents and Massachusetts Mutual Life Insurance Company (MassMutual).
Linda has over 20 years of experience in the financial services industry, in both a corporate and field capacity. An avid traveler, Linda enjoys exploring cultures and countries around the world. She resides in Milford, Connecticut.
Chief Financial Officer
Frank’s role as Charter Oak’s CFO focuses primarily on the agency’s financial management, daily operations and compliance. Frank has over 18 years of experience in the financial services industry; most of that at MassMutual’s Home Office.
Frank is an avid golfer and lives in Wilbraham, MA with his wife and their daughter.
Jason entered the financial services industry in 2003 as a municipal bond broker in Northern New Jersey, joining Charter Oak in 2005. He leads a team of agents across the agency's Stamford, Southbury, and Danbury offices, where he brings his drive, discipline, accountability, and the ability to articulate advanced concepts to a diverse array of professionals in both his personal practice and management roles.
Jason's performance in both areas, as well as his deep knowledge of both Charter Oak's and MassMutual's resources, has made him an invaluable mentor some of the agency's most successful experienced and inexperienced advisors. He has been recognized with some of the industry's and MassMutual's top honors, including membership in the Million Dollar Roundtable, the NAIFA Quality Award and MassMutual's Rising Leaders, Leaders and Fast Pace recognition. He has been named to MassMutual's Management Council every year since 2009, and in 2013 was one of the company's Managers of the Year.
A Connecticut native, Jason is involved with multiple professional and charitable organizations in his community. He lives in Danbury, Connecticut with his wife and their two daughters.
Randy joined Charter Oak in 2014 after 10 years with several large insurance and financial services companies. His deep knowledge of the changing needs and challenges of metro New York's Chinese community has earned him recognition and respect as both a leading field agent and manager.
At Charter Oak, Randy recruits, trains and develops agents to serve the rapidly growing Chinese market in New York. He brings his sales and marketing experience, passion for the industry, energy and leadership to his role.
Randy resides in Flushing, New York with his wife.
Tom has been a trusted financial services professional to businesses and families in Bay Ridge, Brooklyn for 26 years. His leadership has earned him numerous national industry awards, including membership in the prestigious Million Dollar Round Table (MDRT) from 1989-1991, the three years during which he was a financial advisor. In his first two years with another leading financial firm, Tom was recognized as the Leading Partner in the nation. He was also recognized with the company's National Recruiting Award for his contributions as a senior partner.
As a managing director with Charter Oak, Tom continues to advocate for the financial services industry. He and his team of superior, dedicated associates have helped countless individuals and businesses in and around Bay Ridge move toward financial freedom and security.
Tom received his BS in Business Administration from Wagner College and his MBA from Pace University's Lubin School of Business. He also holds the prestigious Chartered Leadership Fellow (CLF®) designation from The American College in Bryn Mawr, Pennsylvania.
Born and raised in Bay Ridge, Tom continues to call the area home. He resides happily with his wife, AnneMarie, and their children, Alyssa, Thomas and Christopher.
Steve is the Agency Managing Director of Charter Oak’s Stamford office. His goal in this position is to continue to build Stamford’s presence in the marketplace, as well as to foster a positive environment for both new and established agents through quality mentoring and coaching.
Steve’s career in financial services started over 16 years ago as an award-winning agent with New York Life, which soon evolved into the role of partner. In this capacity, he cultivated a team of agents whose success helped to place him in the top 10 percent of all partners in the company.
Steve resides in Seymour, CT with his wife Mary and their six children. He enjoys outdoor sports and activities with his family.
Ron's financial services career spans 30 years, most of them spent in management positions at some of the nation's largest insurance and financial services companies.
In his managing director role at Charter Oak, Ron is responsible for the recruiting, training and development of his Stamford-based team of field representatives. He also maintains his own personal practice.
An outdoors enthusiast and active golfer, Ron spends his time outside of the office enjoying both pursuits. He is also an active volunteer for the American Cancer Society, driving patients to and from Danbury Hospital for their treatments.
Ron lives in Sandy Hook, CT. He has three grown children.
Shawn joined the financial services industry immediately after college, serving as an intern with a small wealth management group. He joined Charter Oak Insurance and Financial Services Co. as a full-time agent in 2004.
In the 10 years since, Shawn has been a company-recognized agent, a managing associate and, most recently, a company-recognized sales manager in Charter Oak's Holyoke office.
Shawn's work recruiting, training and developing successful financial services professionals has earned him the honor of being MassMutual's Rookie Sales Manager of the Year in 2008, as well as qualification for the Sales Managers Summit and Management Council every year since 2008.
Shawn is a youth basketball coach in his hometown of Springfield. He has two children.
Eddie began his career in the financial services industry in September 2005 with another large financial services firm. As an associate, Eddie was recognized early on for his achievements, receiving company-specific awards for his work and, notably, qualifying for membership in the Million Dollar Roundtable in 2008.
Eddie transitioned to management in 2008, helping to jumpstart many promising careers. His success in this area led to numerous company-specific recognitions and served as a platform for the launch of his own brokerage firm, where he supported new agents, independent producers, and independent general agencies in the sale of life, disability, LTC, and annuity products. At Charter Oak, Eddie brings all of these experiences to bear as he recruits, trains and develops new financial services professionals.
Prior to joining the financial services industry, Eddie was a member of the United States Marine Corps, where he honorably served for 8 years. His decorations include the Marine Corp Achievement Medal, National Defense Medal, and the Global War on Terrorism Service Medal.
Eddie’s business and civic involvement includes memberships in the Association of Latino Professionals in Finance and Accounting, National Society of Hispanic MBAs, General Agents and Managers Association, MA Hispanic Chamber of Commerce and the CT and MA Hispanic Veterans Association. He resides in Wilbraham, MA with his wife and two children. The Velas enjoy skiing during the winter and camping on the beach during the summer months.
Joe brings his prior experiences as a general agent, compliance officer and district manager to his position as a Charter Oak brokerage director.
In this role, Joe provides Charter Oak’s brokers with one-on-one support for all of their client needs, including case consultation, marketing and illustration support and estate and business planning expertise.
Joe lives in Branford with his wife and four children.
Bob brings more than 40 years of financial services experience to Charter Oak’s brokerage operation. He was an agent with Connecticut General and the Regional Director of Sales with Provident Life and Accident before joining Charter Oak in 1998.
A 13-time Management Council qualifier, Bob has won seven MassMutual bowl trophies, including two prestigious Gold Bowls, for his brokerage business leadership. He is also a six-time recipient of MassMutual’s Academy of Honor Award.
Outside the office, Bob enjoys fishing, cooking and spending time at his “retirement” home in Glen Spey, NY. He and his wife reside in Stafford Springs, Connecticut.
Agency Director of Marketing and Communications
Joanna manages all areas relating to the agency’s communications, including its Web site, promotional materials, advertising and public relations programs and employee communications. She is responsible for building and promoting Charter Oak’s brand both internally and externally.
With a background in journalism, media relations and creative copywriting for organizations as diverse as a boutique software company and a multinational law firm, Joanna brings more than thirteen years of marcomm experience to Charter Oak.
Joanna lives in West Hartford, CT with her husband and two daughters.
Agency Director of Training
Toni is responsible for enhancing the selling, marketing, and business management skills of Charter Oak’s agents. She uses her background in distribution and her industry knowledge to provide comprehensive training/service to the agents she supports.
A veteran of the financial services industry for more than a decade, Toni brings a strong background in project management, customer service, products, training and compensation to her role. Prior to joining Charter Oak, she worked as a Regional Training Director for multiple MassMutual agencies in the Midwest and on the East Coast.
Toni lives in South Hadley. She has two sons.