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.
Managing Director/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.
In addition to her training role, Toni is responsible for the recruiting and development of the agency's Farmington-based financial services professionals.
A veteran of the financial services industry for nearly two decades, 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.
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.
Tom entered the life insurance industry in 1995, after a 15-year career as an executive in the textiles industry. Prior to becoming a brokerage director in 2005, Tom was a mutual fund and annuity wholesaler with another large financial services company.
As a brokerage director with Charter Oak, Tom makes available to insurance brokers a portfolio of MassMutual products, as well one-on-one support for his brokers' clients' needs.
Tom is a past president of the Southwest Connecticut Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves as the treasurer of NAIFA Connecticut.
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.
Tom has been with MassMutual since 1992, where he started as a product consultant. His extensive product knowledge is instrumental in his role as a brokerage director with Charter Oak, where he makes the MassMutual product platform available to his team of brokers, in addition to providing them with the necessary support to ensure their success.
A graduate of American International College, Tom's lifelong passions for family, community, and sports have inspired his volunteerism as President of Youth Football, Chairman of the Recreation Department, an athletic coach, and founder of the Youth Flag Football program. Tom is also an avid runner, having completed the Boston Marathon in 2012 as a member of the Griffin's Friends Marathon Challenge.
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 is responsible for building and promoting Charter Oak's brand both internally and externally. She manages all areas relating to the communication of the brand, including its Web site, advertising and public relations programs and employee communications.
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 14 years of experience to Charter Oak.
Joanna lives in West Hartford, CT with her husband and two daughters.