Lena Wyand joined Charter Oak Capital Management in the fall of 2007. Prior to joining Charter Oak, Lena advanced to Senior Auditor at a public accounting firm in Boston. With a passion for working with individuals and their families, Lena found a calling as a CERTIFIED FINANCIAL PLANNER™. She helps clients discover what is truly important to them using a process that aligns their deepest values with their financial goals. Lena is a member of the firm’s Professional Development Committee and chairs its Financial Planning Subcommittee.