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).
Relationship Management & Planning 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.
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.
Laurie joined Saugatuck Financial in 2020 to provide operational support to Justin Charise and his team as well as ensure a phenomenal client experience. Originally from Gray, Maine, Laurie brings deep experience in office management and supporting executives and upper level management. Having spent time on the West Coast, her family returned to the east coast to be closer to family.
Laurie has a BA in journalism from Elon University. She resides in Trumbull with her husband, two daughters and a bulldog named Baxter. Outside work, Laurie enjoys time with family, working out, reading and re-watching The Office.