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, and four sons. When not in the office, he enjoys staying active outdoors, photography, hiking and traveling.

Steven Jacques, CFP®

Financial Adviser

Steven T. Jacques is a long-time financial educator and speaker on retirement planning and money management. Steven prides himself on providing superior service and financial advice to his many clients and focuses on providing strategies designated to conserve and enhance his clients' wealth . His greatest strength is helping his clients work toward achieving their most important goals by assisting them in defining clear cut objectives to properly organize their financial lives and developing strategies to help his clients advance from where they are today to where they wish to be.

Steven is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative with Cetera Wealth Partners. He currently holds Series 6,7,63 and 65 securities registrations along with a Life and Health Insurance license for the State of Connecticut.

When not assisting clients, Steven enjoys spending time with his wife Kerry and their children, Leah and Tyler. He also enjoys traveling, playing hockey and coaching his son's hockey team.

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 over 15 years of industry experience having worked at LPL Financial and Lincoln Financial prior to joining our firm.

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, compliance logs and operational procedures.

Yola lives in Glastonbury with her husband and two girls.

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 their four growing boys.  She loves the Red Sox, hiking and spectating at her sons’ baseball games.