About DiStefano Financial Group

It’s said that over the course of one’s life, it’s important to be both a protégé and a mentor — advice that holds true for Christopher DiStefano, CFP®, CLTC.

Immediately upon graduating from Bentley College in 1995, Chris knew he wanted to enter the financial services industry. Quickly presented with the opportunity to launch his own practice, Christopher wasted no time. He studied for and obtained the Certified Financial Planner™ Practitioner (CFP®) designation and dedicated his time and energy to building a practice that had a strong educational component at its core; and with that, DiStefano Financial Group was born in 2003.

Now, over 20 years later he plays the role of mentor, guide and coach. Over the years, through the Retirement Planning Today® course, Christopher has taught thousands of pre-retirees and business owners the basics of planning every aspect of their financial life – from investments to retirement income strategies, college planning and long-term care planning, and everything in between.

“Education takes a lot of the anxiety out of planning for the future,” Christopher says of his courses. “When people understand their personal finances, they are better able to make informed and unemotional decisions.”
Christopher resides in Longmeadow, Massachusetts with his family. He and his wife Kristen are strong supporters of charitable causes that help children.

Chris’s licenses include: Series 7, Series 63, and Life and Health

Even before he had a specific career in mind, Jack felt strongly that the work he eventually chose would have to be something he loved, enough so that it wouldn’t feel like work. Very few people close to him had even considered this kind of possibility; he would be blazing the path on his own.

Jack’s first post-college role—as an auditor at a national accounting firm—turned out to be the very professional grind he was hoping to avoid. While both grueling and unsatisfying, those three years also served as a reminder that success often comes from doing the things other people are unwilling to do. For Jack, he was simply unwilling to let go of his conviction that work should be something you enjoy.

The financial services world wasn’t totally new to Jack. He had interned at a firm in college, and as he plotted his next steps, he recalled how the people there were not only successful, but also, importantly, seemed happy. Armed with good experience, a good attitude and a love of meeting new people, Jack became an advisor, and was eventually tapped to assume management roles at a large insurance company before finally arriving at Charter Oak.

Today, Jack guides his advisors toward their own professional passion. He still believes in forging your own path and encourages his team members to do the same. And nothing compares to helping others succeed and achieve their goals

Even when your work doesn’t feel like work, you still need to mix it up. That’s when you’ll find Jack on the golf course, ski mountain, or with a guitar in hand while spending time with his wife and their two children.

Jack’s licenses include: Life & Health, Series 7, Series 24, Series 63

Brittanie Wilk graduated with a degree in Business Management from Merrimack College, setting the stage for her illustrious 22-year career in financial services. Initially drawn into the industry through recruitment by a small financial services firm, Brittanie’s journey began at Bank of America Investments, where she cultivated her expertise and passion for helping others navigate the complex world of finance.

Brittanie has used her skills in various fields, but when she joined the financial services industry, her innate knack for problem-solving and making authentic personal connections really shined. Everything just clicked. Over the years, she’s deepened her knowledge and learned lessons of patience and empathy, which she seamlessly integrates into her work.

Outside of the office, Britney finds solace in working on home projects and indulging in her love for plants and gardening. This passion extends into her workspace, where her office is adorned with greenery, creating a welcoming and serene environment for both clients and colleagues alike.

What Brittanie cherishes most about her role is the opportunity to make a tangible difference in people’s lives, particularly when they come to her office with seemingly insurmountable issues. Her motto, “Approach issues from a place of wanting to help, and there usually is a resolution,” reflects her commitment to finding solutions and providing support to those in need.

Brittanie’s licenses include: Series 6, Series 7, Series 24, Series 63

Paula embarked on her journey in the financial services industry with a solid foundation, earning her degree in Business with a management concentration from Westfield State University in 1986. Her career spans over two decades, starting in retail banking with SIS (now TD) while still in college, earning a position in retail management as a Branch Sales Manager, and then transitioning to their Investment Services team. Paula honed her skills, earning her Series 6 and Series 63 licenses, and supporting multiple advisors while at TD.

Paula’s career path led her through various firms, including Dave Petruzzelli’s team at MassMutual and later with Baystate Financial, before finding her place at Distefano Financial Group in 2016. Throughout her tenure in the industry, Paula has remained steadfast in her commitment to helping to enhance her clients’ financial futures.

Paula’s approach to her role with Distefano Financial Group is characterized by empathy and responsiveness. She strives to ensure the clients feel confident and supported throughout the financial planning process.

Beyond her professional endeavors, Paula finds joy in traveling, beach outings, boating, and skiing with her family.

Paula’s licenses include: Life & Health, Series 6, Series 63

Angela Belieu is a high energy coordinator bringing a results-driven approach to client relationships and operational excellence. With her strong foundation in sales, marketing, and program management, she has successfully led teams of over 200 Ambassadors across the Northeast, demonstrating leadership and strategic insight. She is known for her exceptional organizational skills, attention to detail, and unwavering commitment to delivering an outstanding client experience. 

Outside of work, she draws on her leadership experience to mentor and inspire others, exemplifying her dedication to fostering growth and excellence in every endeavor. 

Angela is also an avid golfer and a devoted mom of three, balancing her professional and personal life with enthusiasm.