ABOUT CHARTER OAK BROKERAGE

At Charter Oak Brokerage, our focus is to support the brokers that work with us to always exceed expectations and deliver the best solutions for their clients.

We provide an infrastructure of experienced specialists and technology deliverables for today's marketplace that reduces friction for both brokers and clients.

We offer unparalleled knowledge of Mass Mutual products and technologies and have built relationships over many years to become one of the top Mass Mutual brokerage outlet in the country.

MEET OUR TEAM

TOM KAYE

Founder / Partner

(413) 537-7509
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TOM NORRIS

Brokerage Director

888-215-0136
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KEVIN ROSE

Brokerage Director

888-215-0136
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ROBERT INGBER

Brokerage Director

888-215-0136
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NEIL HANCE

Brokerage Director

ROBERT TOOLAN

Brokerage Director

(516) 391-0326
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JULIETA ROBESON

Upstate New York Sales Associate

(518) 220-3002
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PETE LAPPIN

Advanced Sales Specialist

(413) 203-6884
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SUZANNE STRINGHAM

Long Island Sales Associate

(516) 391-0340
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AMY BOISSONNAULT

New Business Coordinator

(413) 539-2022
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ALICE LAI

New Business Coordinator

(212) 515-4778
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EMELIA RIX

New England Sales Associate

(413) 539-2016
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Patrick F. Olearcek, JD, CLU, ChFC

Head of Advanced Sales

800-767-1000 x46752
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Tom Barrett, JD, LL.M

Director Advanced Sales

800-767-1000 x43465
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Todd A. McGee, JD, LL.M

Director Advanced Sales

800-767-1000 x46751
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Steven A. Brand, MTAX, ChFC®, RICP®

Annuity Advanced Sales Consultant

800-767-1000 x23268
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Carol Sprague-Mercuro, CLU®, ChFC®, REBC®

Advanced Sales Consultant

800-767-1000 x47531
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Michele B. Collins, JD

Director Advanced Sales

800-767-1000 x43473
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Bruce A. Tannahill, JD, CPA/PFS, CLU®, ChFC®, AEP®

Director Advanced Sales

800-767-1000 x33576
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Todd L. Janower, JD, LL.M, CLU®, ChFC®

Director Advanced Sales

800-767-1000 x33525
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Kathryn Wakefield, JD, CLU®

Director Advanced Sales

800-767-1000 x46754
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Albert R. Kingan, JD, LL.M, CLU®, ChFC®

Advanced Sales Lead

800-767-1000 x46753
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Jacqueline E. Wiggins, JD, LL.M, CLU®, ChFC®

Director Advanced Sales

800-767-1000 x46782
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Jennifer Lee

Advanced Sales Consultant

800-767-1000 x43475
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