Broker Check

Our Team

Scott Reed, AIF®, CEP®, RICP®

Financial Advisor

Scott has been in the financial industry since 1999. He has earned the Accredited Investment Fiduciary (AIF®), Certified Estate Planner (CEP®), Retirement Income Certified Professional (RICP®) designations and successfully completed Series 6, 7, 63, 66 securities registrations and his Life & Health Insurance License.  He focuses his time on working with people who are interested in retirement income planning and estate planning strategies. To help him with this area of focus, he also received the Certified in Social Securities Claiming Strategies Certificate from the Corporation in Social Security Claiming Strategies.  Scott is President of Reed Financial Planning Services and has served on the Voya Field Advisory Board.

Prior to entering into the investment field, Scott graduated from UCONN with a B.A. in International Business Management. He has studied and lived in Europe and South America, which has allowed him to become multilingual. Today, Scott lives in Glastonbury with his wife, Betsy, four sons and their Bernedoodle, Ruby. When not in the office, he enjoys staying active outdoors, hiking and traveling.  Scott also loves photography.  He and Betsy have a sports photography business, Glastonbury Sports Photography ( where they enjoy capturing local athletic events and provide the photos for the athletes and local community.

Steven Marantz

Financial Advisor

Steve has been a Registered Representative since 1982. He holds series 7, 63, and 65 securities registrations as well as Massachusetts and Connecticut life and health insurance licenses.

Steve has worked with retail clients throughout his thirty-eight year career in the financial services business. His experience helps to match clients’ needs and goals with realistic pathways to work towards achievement. Steve’s strong commitment to a sustainable and green energy future is a major component in his investment decisions as he believes that investing in renewable energy is a positive not only for the planet but also for one’s financial portfolio.

Steve is a graduate of Dartmouth College and has a graduate degree in psychology from the University of Massachusetts at Amherst. He lives in Longmeadow, Massachusetts, with his wife Michele, a former high school English teacher. Steve is currently an elected member of his town’s Select Board, having previously served on its Finance Committee.

Yola Rondinelli, MBA

Client Service Manager

Yola has almost 20 years of industry experience and has worked at Voya, LPL and Lincoln Financial in client service and financial practice management.  She is a registered admin, and holds Series 7 and 66 securities registrations.  She is also a member of Cetera’s Operations and Technology Council and provides feedback on process improvements and technology.

Yola's top priorities are helping to run an efficient and productive office, while providing excellent customer service and prompt follow-up to client inquiries. Her superb attention to detail allows her to excel in her role of handling the firm's operations, and leveraging technology for the benefit of clients and the practice.

Yola lives in Niantic with her husband and one of her daughters.  When she’s out of the office, she loves going to the beach, taking walks, traveling and socializing with friends and family. 

Betsy Reed

Director of Marketing and Client Engagement

Betsy is responsible for the firm’s marketing, social media posts, networking efforts and client events.  Her compassion for others, personable demeanor and interpersonal skills have made her a valuable asset to both the firm and our clients.

Prior to joining the firm, Betsy had a long career as a registered nurse, spending most of her time as a labor and delivery nurse at Hartford Hospital. 

Betsy and Scott live in Glastonbury with three of their four sons and their Bernedoodle, Ruby. She loves the Red Sox, hiking and spectating at her sons’ athletic events. Her newest hobby is Glastonbury Sports Photography, where alongside Scott, they take pictures of local youth and high school sporting events.

Lynne Cartwright

Client Service Associate

Lynne is one of the first people you’ll see as you visit the office!  Her welcoming personality shines through as she greets clients and helps them get settled in before our meetings.  She works closely with Scott, attending all client meetings to assist with the documentation and any follow-up tasks.  She also helps our clients gather and organize the information that we use in our planning meetings.

Before becoming a member of the firm, she was a part-time virtual assistant which allowed her to stay home and care for her family. Prior to that, Lynne enjoyed her career as an elementary school teacher at schools in Vernon, Simsbury, and Hartford.

Lynne lives with her husband, two daughters, and their pup, Frank, in Coventry, CT. She loves running, traveling, spending time outside, reading, and all things Patriots and UConn.