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Team

How We Work

How We Work

My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.

"A journey of a thousand miles begins with a single step."
- Lau Tzu

Meet Our Team

Charles Stack, EA, IAR

(203) 933-6028

cstack@savinrocktax.com

Holds Series 7, 65, 6,26 Hi, I have been preparing tax returns and working with investments for more than 30 years. I handle all of our tax preparation and retirement planning. I can help you make the best tax and financial planning...

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Rebecca Baker

Office Administrator

Becky has been with Savin Rock Tax and Financial Services for over 25 years, and brings 35 years of extensive customer service experience to the office. Her joy of working with people shines through in her contact with clients. Becky...

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Laurie Cota

Receptionist

Laurie is a seasoned Customer Service expert with over 25 years of experience. She is detail oriented and loves learning new things and meeting new people. Laurie is new to the tax field but is catching on and looks forward to this new...
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