HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM Someone is sitting in the shade today because someone planted a tree a long time ago. WARREN BUFFETT NAME EMAIL PHONE BEST TIME TO CALL? MESSAGE SEND Grow, Protect & Nurture Your Wealth with Charter Oak Whether you’re ready to schedule your complimentary consultation or you’re looking to get a few questions answered, we’re happy to help. Simply give us a call today or fill out the form to get started. TEL: (800) 646-5720 FAX: (866) 289-0903 EMAIL: INFO@CHARTEROAKCM.COM Locations & Directions PORTLAND OFFICE One Monument Square, Suite 502 Portland, ME 04101 WRITTEN DIRECTIONS KENNEBUNK OFFICE 68 Main Street, Suite 3 Kennebunk, ME 04043 WRITTEN DIRECTIONS PORTSMOUTH OFFICE Two International Drive, Suite 325 Pease Tradeport Portsmouth, NH 03801 WRITTEN DIRECTIONS NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten

HOME MEET OUR TEAM WHY CHARTER OAK? WHAT WE DO RESOURCES GET IN TOUCH CLIENT LOGIN JOIN OUR TEAM Learn more about Our Team of Dedicated Professionals ADVISORS PROFESSIONAL STAFF CHARTER OAK ADVISORS JEFFREY TROIANO, CRPC® MANAGING PARTNER - SENIOR FINANCIAL ADVISOR LENA WYAND, CFP® PARTNER - SENIOR FINANCIAL ADVISOR KAREN ZARAMBA, CFP® PARTNER - SENIOR FINANCIAL ADVISOR TODD CESCA, MPA, CRPC® PARTNER - SENIOR FINANCIAL ADVISOR SAMUEL REID, JD, CFP® SENIOR FINANCIAL ADVISOR EUGENE AKERBERG, CPA, CFP® SENIOR FINANCIAL ADVISOR SARAH SERLING, JD, CFP® FINANCIAL ADVISOR EMMA BEAN, CFP® FINANCIAL ADVISOR JESSICA KREGER, CFP® FINANCIAL ADVISOR ALICIA CHIAMULERA, CFP®, CTS™ FINANCIAL ADVISOR KATY CARR, FPQP™ ASSOCIATE FINANCIAL ADVISOR NAVIGATION Meet our Team Why Charter Oak? What We Do Resources Get In Touch Join our Team CONTACT INFORMATION TEL (800) 646-5720 FAX (866) 289-0903 EMAIL CHARTER OAK OUR PRIVACY POLICY OUR FORM CRS Powered by Twenty Over Ten