ABOUT CHARTER OAK BROKERAGE
MEET OUR TEAM

TOM KAYE
(413) 537-7509
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TOM NORRIS
888-215-0136
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KEVIN ROSE
888-215-0136
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ROBERT INGBER
888-215-0136
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MICHAEL ULIZIO
724-882-3152
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NEIL HANCE

ROBERT TOOLAN
(516) 391-0326
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SZE W CHEN
Central/West Sales Associate
(413) 203-6887
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PETE LAPPIN
Advanced Sales Specialist
(413) 203-6884
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AMY THRALL
East/New England Sales Associate
(413) 203-6882
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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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BARB CAFARELLI
Licensing Coordinator
(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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