Charter Oak Welcomes Erik Wheelock to Firmwide Leadership Team
Holyoke, Mass., September 18, 2023—Erik Wheelock joins Charter Oak Financial’s leadership team as its Head of Finance Operations.
Mr. Wheelock’s experience includes nearly 20 years at MassMutual’s home office, where he served in several key roles, most recently as a Field Financial Consultant. At Charter Oak, he will lead and supervise the firm’s finance department, overseeing day-to-day financial operations; compensation programs; and all related policies and procedures. He will report directly to Charter Oak’s Chief Financial Officer.
Charter Oak Managing Partners Brendan Naughton and Brad Somma commented: “Erik’s tenure at MassMutual has given him unique lens into the financial, operational, and growth requirements of firms like ours. His ability to leverage this experience in his role here will be a true asset to Charter Oak.”
Mr. Wheelock lives in Longmeadow with his daughter.
Charter Oak Financial’s national network of financial professionals serves the risk management, business services and retirement and investment planning needs of families, individuals, and businesses across the United States. Our impact is multiplied by an uncommon commitment to delivering exceptional client experiences; cultivating authentic relationships; and being an influence for good in our communities. To learn more, visit www.charteroakfinancial.com.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC (www.sipc.org). Supervisory Office: 330 Whitney Avenue, Suite 600; Holyoke, MA 01040. Tel: 413-539-2000. CRN202605-4389874