digital_tools

calendar

linkedin

areas_of_practiceBusiness Planning

focus_marketsBusiness Owners

advisor_title

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2000

mobile_phone(413)-386-6300 (Call Only)

email slisovskiy@charteroak2stg.wpengine.com

biographyStanislav Lisovskiy always had an inkling he may end up in the financial arena.

He studied Finance at Westfield State University and graduated with a BS in Finance. His first jobs were not related to sales specifically, more working as a corporate analyst prior to joining the financial industry.

After a few years of this, he wanted to have a more direct & positive impact on people in his community, so switched gears to financial services. In his personal time, he enjoys exercising and staying healthy, lots of reading, and traveling.He describes traveling as one of his main passions. Stanislav loves seeing various parts of the world. He also takes pride in reinvesting in his community, often donating his time to communities that have unfortunately fallen into a lower socio-economic status. Some of these events include Christmas clothing giveaways and educating his local community on how to responsibly manage their finances in free classes.

Stanislav is currently living in West Springfield but traveling every chance he gets.

CRN202510-3185497

digital_tools

calendar

linkedin

areas_of_practiceFinancial Strategies

focus_marketsFamilies

Business Owners

Individuals

advisor_title Financial Representative

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone631-873-8651

mobile_phone631-873-8651 (Call Only)

email jitzkowitz@charteroak2stg.wpengine.com

biographyJoe Itzkowitz is a seasoned professional with a background in project management. Originally from Smithtown, NY, Joe now resides there with his fiancée, Monica, and enjoys golfing in his spare time.

In his previous roles, Joe has honed his skills in navigating complex projects, ensuring seamless execution, and delivering results that exceed expectations. With a focus on risk management, insurance planning, and business strategy, Joe caters to a diverse clientele, including families, individuals, business owners, and professionals. His expertise stems from navigating complex projects and understanding client needs in the competitive sports market.

He aims to empower his clients to navigate the challenges of today's landscape confidently.

digital_tools

calendar

linkedin

areas_of_practiceRisk Management

focus_marketsFamilies

Businesses

advisor_title Financial Representative

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone516-916-7045

mobile_phone516-508-8666 (Call Only)

email cbarle@charteroak2stg.wpengine.com

biographyChristopher Barle is a driven individual with a diverse background that enriches his expertise in financial services. Before delving into the financial sector, he spent nearly a decade in the trades, bringing a strong work ethic and hands-on approach to every task.

Chris holds a bachelor's degree in business management from SUNY Farmingdale, complementing his practical skills with academic knowledge. Beyond the confines of the office, you'll often find him dedicating time to his physical well-being at the gym or hitting the open road on his motorcycle, embracing the thrill of the ride.

With a genuine desire to assist others, Chris is transitioning to financial services, aiming to merge his expertise with his natural drive to help individuals achieve their financial goals.

digital_tools

calendar

linkedin

areas_of_practice

focus_marketsFamilies

LGBTQIA+

Women

Business Owners

advisor_title Financial Representative

address_1 61 Bay State Rd. | Pittsfield MA

address_city

address_state MA

address_zip01201

office_phone413-722-5551

mobile_phone(413) 770-2370 (Call Only)

email csumner@charteroak2stg.wpengine.com

biographyChristina Sumner is a dedicated insurance and retirement planning professional, specializing in serving the needs of women, individuals, and families.  She approaches her work with a passion for helping others achieve financial security and financial confidence. Her commitment to her clients goes beyond the transactional; she strives to build lasting relationships based on trust, integrity, and personalized attention.

As an active member of the chamber of commerce in Great Barrington and Pittsfield, Christina is deeply rooted in her local community. She understands the unique challenges and opportunities facing individuals and families and provides them with comprehensive planning services.

Outside of her professional endeavors, Christina's focus remains on her family. She resides in the community with her husband and four children, prioritizing their well-being above all else. While her dedication to her work leaves little time for hobbies, Christina finds fulfillment in the meaningful connections she makes with her clients and the positive impact she has on their lives.

CRN202705-6492256

digital_tools

calendar

linkedin

areas_of_practiceBusiness Planning

focus_markets

advisor_title Financial Representative

address_1 51 Bank St.

address_city Saint Albans,

address_state VT

address_zip05478

office_phone

mobile_phone802-524-0011 (Call Only)

email margaretthomas@financialguide.com

biographyMargaret (Peg) C. Thomas has a lifelong tie to the world of finance, rooted in her upbringing and early professional experiences. Born and raised in the picturesque landscapes of Franklin County, Vermont, Peg's journey into the financial industry commenced at a remarkably young age. At just 15, she embarked on her career trajectory by joining her father's business, immersing herself in the intricacies of the financial realm. Driven by a thirst for knowledge and a passion for numbers, Peg pursued her education alongside her burgeoning career. She earned an associate degree in accounting, fortifying her understanding of financial principles and practices. With her newfound expertise, Peg's role within the business expanded, evolving from an entry-level position to overseeing all operational facets.

Peg's dedication, decision-making, and leadership prowess became increasingly evident. Her adept management of operations earned her the trust and respect of colleagues and clients alike. Peg eventually assumed the reins of the practice, shouldering the responsibility of steering it towards continued success.

Beyond the financial world, Peg finds joy amidst the woods of Franklin County, where she resides with her faithful companion, Luna, her beloved dog. Surrounded by a delightful menagerie of other furry and feathered creatures, she gets to enjoy the serenity of nature and the simple pleasures it offers A voracious reader as well, she immerses herself in the realms of literature, finding enlightenment and entertainment within the pages of diverse narratives.

CRN202702-5864633

digital_tools

calendar

linkedin

areas_of_practiceInsurance Planning

focus_markets

advisor_title Financial Representative

address_1 24 Century Hill Dr

address_city Latham

address_state NY

address_zip12110

office_phone518-220-3057

mobile_phone

email zlafave@charteroak2stg.wpengine.com

biographyZachary LaFave is a seasoned Financial Professional with a wealth of experience, having spent two years with New York Life before joining Charter Oak Financial. Before his time at New York Life, he earned a bachelor's degree in business management at SUNY Canton. A multi-talented individual, Zachary showcased his skills not only in academics but also on the sports field, actively participating in both the Golf and Lacrosse teams.

Beyond his professional and academic pursuits, Zachary is a true adventurer. In the winter he is an avid skier, while the summer months see him either navigating a golf course or conquering one of the 46 high peaks in the Adirondacks. Zachary is not just a participant in his community but a leader, serving as an ambassador for the Adirondack Regional Chamber of Commerce and holds a board membership for the Glens Falls Civic Center Foundation.

In the spirit of giving back, Zachary generously volunteers for Moreau EMS as an Emergency Vehicle Operator (EVO), demonstrating his commitment to the well-being of others. Additionally, he takes on the role of JV Head Lacrosse Coach for South Glens Falls High School, sharing his passion for the sport and imparting valuable skills to the next generation. Zachary's diverse interests, community involvement, and leadership roles truly make him a standout individual with a positive impact on both personal and professional fronts.

CRN202510-3185497

digital_tools

calendar

linkedin

areas_of_practiceBusiness Planning

focus_markets

advisor_title Financial Advisor

address_1 48 South Service Road,

address_city Melville

address_state NY

address_zip11747

office_phone

mobile_phone

email trogu@charteroak2stg.wpengine.com

biographyTheodore Rogu is a dynamic and accomplished financial professional, holding a Bachelor of Science in Finance from Quinnipiac University, where he honed his analytical skills and financial acumen. Building upon his strong foundation, Theodore continued to excel in his academic pursuits, recently completing his Master of Business Administration (MBA) in 2023, further solidifying his expertise in the realm of business strategy and financial management.

During his undergraduate years, Theodore demonstrated exceptional dedication and leadership as an Equity Analyst for a substantial $4 million student-managed investment portfolio. This hands-on experience allowed him to delve deep into the intricacies of financial markets, developing a keen eye for opportunities and a robust understanding of risk management strategies.

Theodore's practice focus is a comprehensive approach with a particular emphasis on risk management, business planning, and insurance planning.

digital_tools

calendar

linkedin

areas_of_practiceBusiness Planning

focus_marketsFamilies Individuals Business owners Legal Professionals

advisor_title Financial Representative

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone516-779-1636

mobile_phone

email BrendanConlon@financialguide.com

biographyPlanning for the future is as much an art as it is a science. Whether you're a business owner seeking value-added strategies or an individual preparing for the future, my approach combines traditional wisdom with creative, outside-the-box thinking.From life insurance and retirement to estate strategies, I tailor solutions that resonate with everyone's unique circumstances. For business owners and individuals alike, there's always an untapped potential or a unique angle awaiting discovery. By uncovering these nuances, I help devise strategies that ensure every dollar works efficiently. Let’s collaborate to uncover a financial path that’s not just efficient but clarifies your direction towards financial freedom.

digital_tools

calendar

linkedin

areas_of_practiceBusiness Planning

focus_marketsFamilies, individuals, and business owners

advisor_title Financial Advisor

address_1 2319 Whitney Avenue, Suite 5C

address_city Hamden

address_state CT

address_zip06518

office_phone(203) 495-1487

mobile_phone(203) 824-4994 (Call Only)

email dgrove@charteroak2stg.wpengine.com

biographyDan focuses on delivering an exceptional client experience based on principles of honesty, trust, and transparency. He brings more than 26 years of insurance experience to help individuals, families, and businesses achieve their financial goals.

A proud University of New Haven alumni, Dan remains active in the surrounding community, primarily through his involvement with Hamden and Cheshire youth sports. He is an avid runner who has completed two marathons, and enjoys spending time with his three children, his extended family, and circle of friends.

digital_tools

calendar

linkedin https://www.linkedin.com/in/stu-grove-5410297/

areas_of_practiceBusiness Planning + Protection

focus_marketsFamilies, individuals, business owners, professionals, special needs families

advisor_title Financial Advisor

address_1 2319 Whitney Avenue, Suite 5C

address_city Hamden

address_state CT

address_zip06518

office_phone(203) 495-1487

mobile_phone(203) 671-3015 (Call Only)

email stugrove@charteroak2stg.wpengine.com

biographyStu Grove is a graduate of Quinnipiac University and holds two master’s degrees. He has established himself in the financial industry as a trusted leader, supportive mentor and respected speaker and resource. Stu actively lectures at financial and retirement seminars conducted at universities, businesses and corporations. His competence and service to his clients have earned him the prestigious recognition of Leader’s Council, Blue Chip Council, and Top of the Council from MassMutual; distinction as a Five Star Wealth Manager* for three consecutive years; and consecutive National Quality Awards** from NAIFA, which is granted yearly based on professionalism, service and adherence to a code of ethics. Stu’s personal focus is to offer vision for his clients’ financial future by providing products and services tailored to help meet their personal goals and needs.

Education and community are central to Stu’s career. His active role within greater Hamden enables him to help those who live there, as well as to promote its vital growth. Stu resides in Hamden with his wife, Josephine, and enjoys spending time with family, playing golf and tennis.

*This award has been awarded by Five Star Wealth Management in 2020, 2021, 2022, and 2023 for the years in which the award was given. **This award has been awarded by NAIFA in 2008-2016 for the years in which this award was given.