Our Team

Our Team

Vaylark Financial Services is full of smart, driven people who care not only about getting it done, but also about the relationships we build. As a result, our people are a primary reason why our clients recommend us to others.

Our “one team” attitude and collaborative work style emphasizes teamwork, trust, and tolerance for diverging opinions. People tell us we are down-to-earth, approachable and fun. We have a passion for our clients’ results and a practical drive for action that doesn’t let up. We rally clients with our infectious energy, as we roll up our sleeves to make things happen.

Charless Wareham, Ceo

Financial Advisor
Registered Principal

CHARLES WAREHAM, CEO

Financial Advisor
Registered Principal
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Jim Stockman

Financial Advisor

JIM STOCKMAN

Financial Advisor
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Catherine Coburn

Operations Manager

CATHERINE COBURN

Operations Manager
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Emily Roy

Executive Assistant
Notary

EMILY ROY

Executive Assistant
Notary
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Eileen Wilson

Executive Assistant
Notary

EILEEN WILSON

Executive Assistant
Notary
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Abigail Rose

Summer Intern

ABIGAIL ROSE

Summer Intern
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2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.