100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860-298-1800
fax: 860-298-1812
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Windsor, Connecticut Office

100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860.298.1800
fax: 860.298.1812

 

 

Management


Robert DiPadua

Regional Director

Phone

Ph: 860.298.1963
Fax: 860.298.1812

 

Brian Clark

Director of Supervision

Phone

Ph: 860.298.1992
Fax: 860.298.1812

 

Michelle Jones

Business Operations Manager
Windsor, CT Office

Phone

860.298.1901

Email Address

Michelle.Jones@LFG.com

 

Michelle Perillo

Relationship Management Director

Phone

Phone: 860.298.1969
Fax: 860.298.1812

 

 

Support Personnel


Christina Tran

Office Administrator

Phone

860.298.1800

Email Address

Christina.Tran@LFG.com

 

Laura J. Sykes

Regional FASTeam Field Training Consultant

Phone

860.298.1972

Email Address

Laura.Sykes@LFG.com

 

 

Financial Planners


Beren Anderson, LUTCF

Financial Planner

Phone

860.298.1894

Email Address

Beren.Anderson@LFG.com

 

Susan C. Barnes, CIC

Financial Planner

Phone

860.298.1810

Email Address

Susan.Barnes@LFG.com

 

D. Weston Boyd, MBA, CFP®

Financial Planner

Phone

860.298.1817

Email Address

Wes.Boyd@LFG.com

Website

charteroakwealth.com

Practice Areas

  • Wealth Planning Advisor
  • Retirement Income Distribution
  • Comprehensive Financial Planning

Education

  • Tuck School of Business at Dartmouth, MBA, 1967
  • Williams College, BA, 1965

D. Weston Boyd has had a financial planning practice and been affiliated with Sagemark Consulting/ Lincoln Financial Advisors, previously Cigna Financial Advisors, since 1990. Prior to then he had an extensive career as an executive with such Fortune 500 firms as General Mills, Inc. and AT&T. His practice uses business management and modeling techniques to help clients to set concrete goals, create actionable plans, reduce uncertainty and conscientiously manage risk to help preserve, protect, and perpetuate wealth for themselves and those they care about. Wes was born, and raised, in Pittsfield, Massachusetts. He received his BA from Williams College in 1965 and then attended the Amos Tuck School of Business Administration at Dartmouth College, where he received his MBA in 1967. Among the states he is insurance licensed and FINRA registered to practice are Connecticut, Massachusetts, and New York.

Wes was awarded his CFP® (CERTIFIED FINANCIAL PLANNER) designation in 2000. He has lectured often on “Behavioral Finance: Why Smart People Make Big Money Mistakes”. He is also active in his community, by sitting on the Board of Directors of The Hartford Symphony Orchestra, being a member of The Boston University Tanglewood Institute Advisory Counsel, and as a member of the Foundation Board for the Hospital for Special Care.

Wes lives in Avon, CT with his wife, Joann. He has successfully put into practice a number of the planning techniques he endorses. First, setting aside sufficient funds during the first years of life of his daughter, Alicia, so she could graduate from the College of William and Mary in 2000, and of his son, Ryan, so he could graduate from Williams College in 2005 without needing to dip into current cash flow to pay tuition during their college years. And he now has set up 529 plans for his young grandchildren, Caleb and Claire.

CRN-2901238-011020

 

 

Erik Lillibridge

Private Wealth Advisor

Phone

860.298.1925

Email Address

Erik.Lillibridge@LFG.com

With over 15 years of experience in the financial services industry, I have become a firm believer that everyone should be provided with an exceptional and unique financial planning experience.

As a Private Wealth Advisor, I strive to understand your family’s lifetime financial needs and your specific goals and objectives.

I work with business owners and successful individuals on strategies that are designed to support and protect their businesses and provide family financial confidence in the future they envision.

I have experience working collaboratively with your accountants, attorneys and other advisors to ensure coordination in your financial planning.

Utilizing a personalized, comprehensive approach, I identify financial planning needs and with your approval, implement solutions that help pursue your personal goals and objectives. This provides confidence that those objectives can be met.

Together with the members of my staff, I have the experience and knowledge to help solve complex financial problems, the resources to keep you informed as economic conditions change and the commitment to provide advice that makes a difference.

Erik lives in Bloomfield, CT with his wife Barbara. He is a published photographer and enjoys martial arts and spending time with his family. He is a member of the Porsche Club of America and enjoys track days at Lime Rock Park and other New England race tracks.

CRN-2291206-102418

 

James P. Martin, CFP®, CRPC®, MBA

Private Wealth Advisor

Phone

860.298.1818

Email Address

James.Martin@LFG.com

Jim is a Senior Wealth Advisor and leads the High Net Worth Division at IronBridge Wealth Counsel, LLC. He is also a Private Wealth Advisor with Sagemark Consulting Private Wealth Services, and a Principal of D4D, LLC. Jim’s practice specializes in Wealth Distribution and Risk Management strategies. Until March of 2012, Jim had additional responsibilities as the Managing Principal of Sagemark Consulting’s New England Regional Production Office.

Jim was elected Chairman for 2019/2020 and is a lifetime member, and of The Resource Group, an invitation-only, nationwide network of the top 200 planners within LFA. He is an active member of Lincoln Premier Partners® and the Business Intelligence Institute. He has been recognized and received numerous awards for his personal production, coaching, and leadership results. Additionally, Jim is active and much sought after as a featured speaker to both industry and public groups and is a Certified Ethics Instructor by the CFP® Board of Standards, Inc. Prior to joining Sagemark Consulting/Lincoln Financial Advisors in 1999, Jim was a Senior Officer for 12 years at Fleet Financial Group. Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor, and is an original Director of the National Association of Estate Planners and Councils (NAEPC) first ever Virtual Chapter. He holds a Masters of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Science in Finance from Bryant College.

Jim was chairperson for the Town of Windsor’s Economic Development Commission for 15 years and has served as a board member for numerous community organizations and not for profits. In 2015, Jim was inducted into Canton High School’s Wall of Fame in recognition of his outstanding leadership, scholarship, and civic duty. Jim hosted his own financial planning television show entitled “Wealth Matters”, an educational program that featured interviews with prominent leaders within the state’s insurance, legal and investment industry, aired on various cable systems throughout Connecticut. He also has appeared on NBC and ABC discussing a variety of financial topics.

Jim and his wife, Kathleen, live in Windsor, Connecticut and Nokomis, Florida. Jim enjoys speaking to groups around the country sharing his story and life lessons learned and is currently writing a book on his life’s journey titled “Donuts for Dinner”.

CRN-3649687-062821

 

Mary C. Mattke, CLU, CRPC®

Private Wealth Advisor

Phone

860.298.1843

Email Address

Mary.Mattke@LFG.com

 

William Matzinger, CFP®

Private Wealth Advisor

Phone

860.298.1880

Email Address

Bill.Matzinger@LFG.com

 

Gary W. Paul, CRPC®

Private Wealth Advisor

Phone

860.298.1918

Email Address

Gary.Paul@LFG.com

Website

charteroakwealth.com

I provide financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel a sense of security, informed and in control on the road toward financial freedom.

Financial priorities differ from person to person. They can also differ from year to year. We believe it is important to have a financial plan that is tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing personal relationship. That is how we get to know your goals, your worries and your dreams. Then we draw on our premier resources to provide experienced guidance, to help you develop a financial plan and to find a broad range of financial solutions to meet your needs.

Gary W. Paul is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Branch Office: 100 Northfield Drive, Suite 200, Windsor, CT 06095. CRN-3300089-102320

 

Gary P. Salva

Wealth Planning Advisor

Phone

860.298.1823

Email Address

Gary.Salva@LFG.com

Website

garypsalva.com

Gary has been with Sagemark Consulting (Lincoln Financial Advisors/ CIGNA Financial Advisors) since 1991 and has earned senior planner status. His achievements have made him a lifetime member of The Resource Group* within LFA. He currently holds FINRA Series 6, 7, 63 security registrations and licenses for life, health, long term care and variable annuities.

Gary earned his Bachelor’s degree in 1983 with studies in Real Estate and Finance at The University of Connecticut.

As a Wealth Planning Advisor, Gary provides professional and objective financial advice conducted on your terms, providing connections to help you preserve, grow and transfer the assets you have accumulated. Gary specializes in working with some of the most affluent families, and has over 25 years of experience in assisting clients to build and preserve their financial legacies.

Gary will work closely with your attorney, accountant and other advisors to implement your desired solutions.

Honors & Recognition Awards:

  • Chairman's Council**
  • President's Cabinet***

Other Achievements:

  • Owner of a commercial real estate development and management company, 1985 -1991
  • Developed a retail food franchise, 1988 - 2009
  • Frequent speaker at estate planning seminars
  • President's Circle member of the Middlesex County Community Foundation and serves on the Board of Directors and Development Committee
  • Avid car collector and enthusiast
  • Resides in Middlefield with his wife Beth and their 5 children.

*The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.
** The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.
***This internal award is based on sales as well as good standing with the firm and FINRA.
CRN-3438584-020421

 

Arthur P. Scolari

Financial Planner

Phone

860.298.1910

Email Address

Arthur.Scolari@LFG.com

 

Christopher M. Scuderi

Private Wealth Planner

Phone

860.298.1904

Email Address

Christopher.Scuderi@LFG.com

Website

charteroakwealth.com

As a Private Wealth Planner, I am dedicated to helping my clients achieve their financial dreams. Everyone’s financial goals are unique, that is why I take the time to understand what is most important to you and your family. With a dedicated focus to comprehensively serving my clients with business continuity planning, executive planning, wealth management and sophisticated wealth transfer strategies. With ten years of Financial Industry experience providing clients with a distinguished level of service, I look forward to working with you to develop a realistic and effective financial plan to help you achieve your financial goals.

As a Massachusetts native and currently residing in Agawam, Massachusetts when I am not helping my clients achieve financial success, I can be found out on the golf course or enjoying time with my family on the beaches of Maine or skiing in Vermont.

Christopher Scuderi is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Branch Office: 100 Northfield Drive, Suite 200, Windsor, CT 06095. CRN-3300096-102320

 

Peter B. Wakeman, CLU, ChFC

Registered Representative

Phone

860.298.1924

Email Address

Peter.Wakeman@LFG.com

 

Lei Wang, CFP®, MBA, CFS, CRPC®

Private Wealth Advisor

Phone

860.298.1973

Email Address

Lei.Wang@LFG.com

Website

leiplan.com

For over 18 years, Lei has helped successful people achieve clarity and completion in their planning. Great depth of technical expertise and real world wisdom is brought to each client’s unique circumstances. Her goal is to help her clients create, preserve and transfer wealth . . . more effectively than they are currently. Lei is consistently recognized as an honored planner by Lincoln Financial Advisors. A Chinese native, Lei attended the Rensselaer Polytechnic Institute where she graduated with a Masters Degree in Business Administration. In her personal life, Lei enjoys traveling and spending time with her family. She is also a talented artist.

  • Masters Degree in Business Administration, majoring in Financial Services
  • Certified Financial Planner™ Professional
  • CRPC, Chartered Retirement Planning Counselor
  • CFS, Certified Fund Specialist
  • Elected Lincoln Financial Advisors “Planner of the Year” New England Region 2007.

CRN-3518913-040121

 

Mary T. Young, CFP®, ChFC, CRPC®

Director of Financial Advisory Services

Phone

860.298.1923

Email Address

Mary.Young@LFG.com

Mary Young is currently an AVP, Director of Financial Advisory Services. In this role, Mary shares responsibility of managing the National Planning Team and Lincoln Financial Advisors’ unique planning process. With over 30 years of experience within the financial planning industry, she specializes in high net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.

Mary serves as a national resource for Lincoln Financial Network advisors across the country and serves on several national committees.

Mary holds a Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.

CRN-2575680-060719