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linkedin

areas_of_practiceBusiness Planning

focus_markets

• Families
• Individuals
• Business Owners
• Tennis Professionals

advisor_title

address_1 501 Merritt 7

address_city Norwalk

address_state CT

address_zip06851

office_phone203-359-5353

mobile_phone914-309-4826 (Call Only)

email jscott@charteroak2stg.wpengine.com

biographyJeffrey Scott comes to us with over four years of experience with New York Life Insurance Company, specializing in life and health. Holding licenses in both areas, Jeffrey is dedicated to helping clients navigate their financial and health insurance needs with personalized advice.

In addition to his career in insurance, Jeffrey is passionate about tennis and serves as a tennis professional, running tennis programs in Armonk, Westchester. His expertise and leadership in the sport have made him a well-respected figure in the local community.

Jeffrey resides in Westchester, NY, with his wife, and enjoys spending time with his stepdaughters, who live out of state. His brother and sister-in-law live in Putnam County, allowing for frequent family visits and close connections.

CRN202802-8116072

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linkedin https://www.linkedin.com/in/jacob-remillard-144526209/

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advisor_title Financial Representative

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone413-539-2011

mobile_phone

email jremillard@charteroak2stg.wpengine.com

biographyJacob Remillard is a dynamic professional with a diverse background in entrepreneurship, customer service, and business development. Born and raised in South Hadley, MA, Jacob’s journey began at University of Massachusetts during the COVID period. After completing his studies, Jacob took an entrepreneurial leap and ran his own painting business through Young Entrepreneurs Across America, where he generated over $130,000 in sales in a single summer and successfully led his branch.

Jacob’s career continued to evolve when he joined the MassMutual home office, working as a Customer Service Representative for two years. During his time there, he gained valuable insights into back-office procedures, which ultimately inspired him to pursue a career as an insurance agent. In addition to his professional endeavors, Jacob is also a co-owner of Prolines, a line painting company specializing in parking lot lines, sports fields, basketball courts, and personalized art.

An avid sports enthusiast, Jacob enjoys playing hockey, golf, tennis, pickleball, and disc golf. He has been a dedicated volunteer at the Travelers Championship in Connecticut for the past three years, contributing to the event's charitable success. In 2024, the tournament raised a record-breaking $3.2 million for 206 nonprofits.

Jacob is the oldest of four siblings, with two sisters and one brother, and continues to thrive in both his personal and professional life.

CRN202510-3185497

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areas_of_practiceBusiness Planning

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advisor_title Financial Services Professional

address_1 12948 NYS

address_city Jay

address_state NY

address_zip12941

office_phone

mobile_phone518-314-5698 (Call Only)

email csmith@charteroak2stg.wpengine.com

biographyCaleb Smith is a seasoned performance development specialist with a rich background in the Olympic sport of skeleton. A former USA national team athlete and Olympic team coach Caleb has built performance cultures across multiple nations including Italy, Australia, the USA, and Great Britain. His coaching experience spans across multiple nations and focuses on core strategies of proficiency to build a foundation for performance under pressure.

As a college student Caleb studied finance and environmental science while he was competing on the USA national team. Both of those seeds would grow over time as he led his teams to medal winning performances during the winter and built businesses in the hospitality sector in the summer. His financial strategies are designed not only to optimize performance but also to ensure long-term sustainability, like his approach with the Olympic teams.

Together with his wife, Eleri, Caleb has co-founded Warrior Remedies and Crows Landing ADK, operating on their 5-acre regenerative farm winery in the Adirondack Mountains of Jay. These ventures include wine production, hospitality, and holistic wellness services. Caleb’s interests include hiking and foraging, regenerative farming, wine making, and energy-efficient building.

He lives with Eleri on their property, where they continue to nurture their businesses with a goal on educating people around sustainable performance-based living practices, both environmentally and financially.

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linkedin linkedin.com/in/peter-cassell-clu-chfc-aif-12035730

areas_of_practiceBusiness Continuations Strategies

focus_marketsExecutives, Business Owners and Families

advisor_title CLU, ChFC, AIF®, CFBS

address_1 711 Silver Street

address_city Agawam,

address_state MA

address_zip01001

office_phone(413) 734-6440

mobile_phone(413) 306-3569 (Call Only)

email pcassell@financialguide.com

biographyWith over 37 years of experience in the financial industry, Peter Cassell has built a distinguished career dedicated to assisting executives, business owners, and families. A seasoned financial professional, Peter has been with MM Career Agency since 1987, where he has developed a strong reputation for his expertise and commitment to helping clients navigate their financial goals. Prior to this, he worked at Manufacturers Hanover Bank, laying the foundation for his deep understanding of financial management.

Peter’s background also includes serving as a US Navy veteran, where he honed leadership skills and a strong work ethic. He holds a BA from Westfield State University, and in his personal life, Peter enjoys a wide range of activities including golf, travel, target shooting, fly fishing, and spending quality time with his family. As a Black Belt in Taekwondo, he values discipline and perseverance, both of which he brings to his professional endeavors.

Peter is the founder of Cassell Financial Services and serves as the manager of Gianantoni & Cassell, LLC, specializing in group insurance.

He is married with two adult children and resides in Feeding Hills, Massachusetts. Peter is committed to making a positive impact in the lives of those he serves, helping them secure a financial future for themselves and their loved ones.

CRN202610-5088159

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linkedin https://www.linkedin.com/in/petermarengo/

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address_1 330 Whitney Avenue #600

address_city Holyoke

address_state MA

address_zip01040

office_phone914-629-9507

mobile_phone914-278-7859 (Call Only)

email pmarengo@financialguide.com

biographyA commitment to excellence is what drives me. It’s not just a motto of a classic NFL team from a bygone era.  For a potential client who seeks to protect and preserve their family and legacy and optimize their overall finances, it starts with dialogue and a good understanding of where they are today. Clarity before solutions.

Everyone and every situation are unique, and as an advocate for others, I bring tried-and-true experienced-based strategies to help others make and keep their financial commitments in life. Knowledge and wisdom are at the core.  Many times, collaboration with teammates and other professionals is warranted to solve more challenging client issues.

But it’s never about the financial product, it’s about fulfillment.  And I will not let up until my client is 100% satisfied and at peace.

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linkedin https://www.linkedin.com/in/trevor-lyne/

areas_of_practiceFinancial Planning

focus_markets

advisor_title Financial Advisor

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2000

mobile_phone(413)-324-5376 (Call Only)

email tlyne@charteroak2stg.wpengine.com

biographyTrevor Lyne is a Financial Planner based in West Springfield, MA, driven by a deeply personal commitment to empowering others. Growing up, Trevor witnessed firsthand the impact of unexpected life changes when, at the age of eleven, his parents divorced. His mother, a dedicated nurse practitioner, suddenly became a single parent, juggling two jobs to provide for her children. With a father who had managed the family finances as a lead planner at Hasbro, the transition left his mother navigating a world of financial uncertainty while tirelessly caring for others.

This experience ignited a passion in Trevor to empower those who dedicate their lives to caring for others, particularly healthcare professionals who often face unique financial challenges and demanding schedules. He is dedicated to helping them achieve financial security and peace of mind.

Trevor graduated magna cum laude with a B.S. in Business Administration, concentration in Financial Services, from Bryant University and earned the Financial Planning Graduation Award. He holds Series 7 and 66 registrations, along with Life, Accident, and Health licenses, and has experience at other local financial firms.

Since childhood, Trevor has balanced a love of sports with a desire to help others. He aspired to become a professional athlete and played Division 1 soccer at Bryant University. Through Bryant’s renowned Financial Planning Program and internships, he discovered his passion for promoting financial literacy. He is dedicated to empowering clients through personalized financial education and strategy development, particularly for those unfamiliar with financial planning. He is committed to working closely with clients, offering continuous education and collaboration to develop effective financial plans that suit their individual needs. Having grown up in a family unfamiliar with in-depth financial knowledge, he understands the significance of not only having an effective strategy but also ensuring that clients comprehend every aspect of it.

Trevor believes that after giving so much to others, healthcare professionals deserve to have someone give back to them, helping them maximize their earning potential and plan for a secure future. With empathy and expertise, Trevor is committed to guiding clients towards a life where they don't just survive, but truly thrive.

Outside of work, Trevor enjoys golf, baseball, beach volleyball, hiking with his rescue pup Percy, and cheering for his favorite New England sports teams.

CRN202803-8399532

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linkedin https://www.linkedin.com/in/anthony-parisi-2427a7257/

areas_of_practice401k Planning

focus_markets

advisor_title Financial Professional

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone413-539-2011

mobile_phone

email aparisi@charteroak2stg.wpengine.com

biographyAnthony Parisi is a graduate of Framingham State University with a bachelor's degree in pre-medical studies. Originally on the path to becoming a Doctor in Physical Therapy, Anthony chose instead to pursue an entrepreneurial career in financial services. With experience in stock market strategies to maximize growth and a variety of investment tools, he brings a strong analytical mindset to his work. Outside of his professional life, Anthony enjoys outdoor activities like water tubing, snowboarding, and motorcycle riding, as well as strategic card games.

Anthony currently resides in Framingham, MA, where he enjoys life with his girlfriend. His journey from pre-med to finance is a testament to his adaptability, determination, and passion for helping others achieve financial success.

CRN202510-3185497

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linkedin https://www.linkedin.com/in/bminifie/

areas_of_practiceAsset Growth

focus_markets

advisor_title Financial Planner

address_1 330 Whitney Ave # 600

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2310

mobile_phone(413) 788-1003 (Call Only)

email bminifie@financialguide.com

biographyWith my extensive knowledge in the culinary industry, I have successfully transitioned into the dynamic world of life insurance and risk management. Precision, clarity, and service are the hallmarks of my approach to client relationships, ensuring their family protection objectives are seamlessly met. My years of experience in a fast-paced, high-pressure environment, coupled with my passion for helping others, enable me to maintain a composed demeanor in even the most challenging situations. I am enthusiastic about embarking on this new chapter in my career and am committed to providing clients with the same level of dedication and precision that I brought to the culinary world.

You might find me working out at the gym or going on exciting adventures with my family in my free time. Currently, I reside in Colrain, MA.

CRN202609-5059576

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linkedin https://www.linkedin.com/in/jaclynmarinazzo

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advisor_title Financial Advisor

address_1 501 Merritt 7

address_city Norwalk

address_state CT

address_zip06851

office_phone516) 643-3817

mobile_phone

email Jmarinazzo@charteroak2stg.wpengine.com

biographyJaclyn Marinazzo is a seasoned financial professional with a distinguished career at New York Life, spanning over a decade. She holds a BS in Business Administration and Finance from Stonehill College in Easton, MA. Her expertise and leadership skills quickly propelled her to the position of Partner (2013-2018), where she mentored and guided new agents, fostering their growth and success. Since 2018, she has served as a Sales Development Manager, playing a pivotal role in shaping sales strategies, and driving business development.

Jaclyn's professional journey is complemented by a rich personal life. She enjoys cooking and experimenting with new recipes, exploring new destinations through travel, and spending relaxing summers at the beach in Long Island. Family and friends are central to her life, and she cherishes the time spent with them.

Jaclyn lives in Stamford, CT, with her husband, Chris, who is the Managing Director at Charter Oak Financial, and their four wonderful children. Her dynamic career and vibrant personal life reflect her dedication, passion, and ability to balance multiple roles with grace and effectiveness.

CRN202510-3185497

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linkedin https://www.linkedin.com/in/steven-lynch-80b309101/

areas_of_practiceAsset Growth

focus_markets

advisor_title Financial Representative

address_1 2321 Whitney Ave

address_city Hamden

address_state CT

address_zip06518

office_phone

mobile_phone203-815-0566 (Call Only)

email stevenlynch@financialguide.com

biographySteven Lynch was born and raised in North Haven, CT, and has a deep-rooted passion for the financial planning industry, having worked alongside his father from a young age. With a solid educational foundation from UConn, where he earned degrees in Economics and Business, Steven has cultivated a robust career in finance. He spent 5 and a half years in healthcare corporate finance with notable companies such as Aetna, CVS, and Signify Health before making a strategic transition into financial planning.

Steven's professional journey reflects a commitment to excellence and a dedication to helping clients achieve their financial goals. His extensive experience in corporate finance has provided him with a unique perspective and skill set, enabling him to offer comprehensive financial planning services.

Steven has been married to his lovely wife Marina for one year, although they have been together for twelve years. They share their home with their fur baby, a 9-month-old golden retriever named Rocco.

CRN202707-6821811