Meet Our Team
Meet Our Team
Our team will work tirelessly to simplify your financial life. Please don't hesitate to call us if we can be of assistance.
Justin Charise , CFP®
Expanding on the legacy and successful 30+ year career of his father, Justin has built a comprehensive financial planning practice in Westport, CT. In 2017, he became one of Worth Magazine’s Leading Advisors and was also selected among Fairfield County’s Top 40 Under 40 Professionals. He has consistently been named among the top 10 financial representatives in Northwestern Mutual’s Eastern Region and in 2018, he was included among the Top 20 NM advisors, nationwide.
Having graduated from the United States Military Academy at West Point with distinction in 2000, Justin went on to spend five years as an officer in the United States Army. Between 2001 and 2003, as 2nd Lieutenant and 1st Lieutenant respectively, Justin led his soldiers to Kuwait during Operation Desert Spring and from Kuwait into Baghdad during the initial phase of what became Operation Iraqi Freedom. As a Captain, Justin managed the operations for more than 300 soldiers in a field artillery battalion.
Following his career in the Army, Justin earned his MBA from Cornell, where he was selected as one of 26 Park Leadership Fellows. He concentrated his studies in finance and graduated with distinction. After business school, Justin joined the Industrials Group in the Investment Banking Division at Goldman Sachs before leaving to become a Financial Advisor and found Saugatuck Financial.
Justin is passionate about helping his clients live lives free of financial stress. Creating plans to allocate their assets most effectively and helping them reach their goals while protecting what’s most important to them continues to be the most rewarding aspect of the career for Justin.
As a former Co-captain of the Army lacrosse team, Justin’s hobbies include supporting Army lacrosse, coaching Westport Youth Lacrosse, working out, and spending time with his family. Justin and his wife, Christy, reside in Westport, Connecticut with their son Austin (8 years old) and daughter Ashley (6 years old).
Al began his career at Northwestern Mutual in 2009 and is a founding partner of Saugatuck Financial.
Recognized as a leader in the industry, Al has been consistently named among the top 10 financial representatives in Northwestern Mutual's Eastern Region and among the top 20 representatives nationwide. In 2017, he was named one of Worth Magazine’s Leading Advisors and has been a regular contributor on financial planning topics in national publications including FORBES, Fortune and Worth Magazines.
Al graduated from Brien McMahon High School in Norwalk in 2002, where he was a standout baseball player. He earned his degree in business from the College of Mount St Vincent, where he graduated cum laude and led the baseball team as a 4 year captain.
Al resides in Fairfield, CT with his wife Christin, daughter Ella, and son Cameron.
Relationship Management Team
Chief Marketing Officer
With 15 years of industry experience, Christy started her career at Goldman Sachs in their Fixed Income Division. She left credit sales to pursue her MBA and was selected as one of 26 Park Leadership Fellows in her business school class, in recognition of professional and academic excellence, dedication to community service and demonstrated leadership.
After completing her MBA, Christy joined Bain & Co. as a strategy consultant in their New York office. She spent time in both the general practice and their private equity group, and later joined CT-based boutique consultancy Casey Quirk to focus exclusively on strategy work for public and private asset managers and hedge funds. Christy joined the Saugatuck Financial team in 2009 to lead the growth initiatives of the practice. She now leads various aspects of the practice including business development, marketing, and strategic initiatives.
Christy holds a BS from Cornell University and an MBA from the Johnson School at Cornell. She loves living in Westport with her husband and two children, Austin and Ashley. Aside from spending time with family and friends, Christy loves traveling, cooking, and a good cup of coffee.
Associate Wealth Management Advisor
Lou started his career by completing the Morgan Stanley broker training program in New York City. Drawn to understanding the operational aspects of investing, Lou was eager to learn more about the technical side of financial services. He spent 10 years with Commonfund, one of the nation’s largest non-profit investment managers starting as an operations associate. At Commonfund, Lou filled several progressive roles that not only afforded him a deep understanding of back office operations, but also included account management and client relations responsibilities as an Associate Director of Sales.
Lou joined Justin’s team in 2015.
Lou holds a BS in Finance from Sacred Heart University. He lives in Monroe and enjoys spending time with his five-year-old son Blake. Since childhood, Lou has always lived on the coastline, whether in Connecticut, Southern California, or South Florida, and has always had a fascination with water sports including surfing and water skiing.
Jeremy joined Saugatuck Financial in January 2019 after 2 years as a financial advisor. He holds his series 6 and 63 FINRA licenses and assists Al Schor’s team with facilitating new and existing client meetings.
Jeremy pitched for Holyoke Community College for 2 years and resides in Norwalk, CT with his dog Bruin. He is an avid Boston sports fan and enjoys hiking, going to the beach and spending time with friends and family.
Director of Financial Planning
John joined the Saugatuck team in September 2017, bringing over twenty-five years of experience in finance, accounting and insurance. He began his career with General Reassurance leading their financial reporting teams. He later joined Northwestern Mutual as a Financial Representative, where he spent five years building a strong client base. John left to fill the role of Vice President and Head of Operational Due Diligence at Lanx Management LLC, a NYC-based fund of funds, which afforded him a rich experience in the alternative asset space and broadened his understanding of investment management. John enjoys bringing this wealth of expertise to the planning team at Saugatuck Financial and is instrumental in preparing a thoughtful, comprehensive and personalized analysis for each of our clients.
John graduated with a BS in Business Economics / Accounting from SUNY College at Oneonta. He lives in Bethel, CT with his fiancé Janet and in his spare time loves playing golf, being outdoors and spending time with friends and family, especially at a newly discovered eatery.
Chris joined Al’s team in 2015, building on a 7 year career focused on financial planning.
After earning a degree in business management from The University of Alabama, Chris pursued his dream of playing professional golf. He traveled around the country playing on various professional golf tours for 5 years before returning to his hometown of Fairfield, CT as the assistant golf professional at Brooklawn Country Club. During that time, he met his future wife, Erica, whom he married in 2008.
In 2008, Chris also joined the team at People’s United Bank as a branch manager, where he completed both the Harvard Business School’s “Stepping up To Management” program and the securities licenses required to specialize in comprehensive long-term planning.
Chris decided to further pursue his strength in financial advisory work and joined First Niagara as a Junior Financial Advisor in 2013.
Chris currently lives in Milford, CT with his wife Erica and their three children: a 6-year-old son and set of 2-year-old twins – one girl and one boy. In addition to spending time with his family, Chris enjoys being outdoors while camping and playing golf with friends.
Investment Services Team
Client Service Associate
McKenna, originally hailing from Irvine, CA, joins Saugatuck Financial after 3 years supporting a Northwestern Mutual advisory practice in Newport Beach, CA. She played ice hockey at Elmira College, where she majored in business administration with a specialization in management, captained the second half of her athletic career, and made it to 3 consecutive NCAA national tournaments with her team.
Having missed the east coast after college, she moved to CT to join the Saugatuck Financial team and helps with all aspects of client service for Al Schor’s team, including investment account, risk and planning support.
McKenna resides in Milford, CT and enjoys kickboxing, cycling classes, and running as just a few parts of her active lifestyle.
Insurance Services Team
Director of Operations
With over 20 years of experience in the financial service industry, Donna brings a strong Operations and Customer Service focus to Saugatuck Financial. Donna joined Al’s team in February 2014 after having been a financial representative with Northwestern Mutual and previously worked for over 18 years at GE Asset Management across a variety of operations, training, management and service roles.
Donna is Al’s Operations Manager and manages the risk underwriting process for his clients.
Donna holds a BS of Business Administration from Morgan State University in Baltimore, Maryland.
A native of Stamford, CT Donna enjoys tropical vacations, cooking and spending time with her loved ones. She also enjoys sports, especially football. Donna resides in Norwalk, CT and her daughter Tiffani, also a Morgan State University graduate, is her pride and joy.