Our Team

John A. Raudat, CFS

John's focus is on wealth management for both select clients and corporations.  He provides a stable source of comprehensive financial planning solutions to meet the future needs of his clients.  His greatest work satisfaction comes from the lasting friendships that have developed with his clients. 

John is a member of Peak Productions, a national organization guided by Ron Carson.  Ron Carson is regarded as one of the nation's top-rated financial advisors according to Barron's.  Through this membership, John collaborates with financial advisors from around the country to ensure the best financial guidance available is provided to his clients.

 Recognizing the importance to deliver high quality 401(k) management services to his corporate clients, John is a member of the 401(k) Coach Program.  This highly  specialized program simplifies the complex world of 401(k) and profit sharing plans providing technical expertise and a mechanism for John to communicate directly with other pension professionals.

In 2008 and 2009 John and Canoga Wealth Management were recognized by Securities America Master's Forum.  The Securities America Master's Forum honors successful financial advisors and financial consultants that demonstrate outstanding sales, service and business management.

John earned the professional designations of Certified Fund Specialist from the Institute of Business and Finance in La Jolla, California.  His industry registrations include:

He is a Connecticut native who enjoys all outdoor activities, especially boating, scuba diving, and vacationing on Cayuga Lake.  John has two children, Mitchell and Hailey, and lives in Madison, CT, where he enjoys helping with community service efforts.

Stephen T. Carlo, LL.B., CLU, ChFC, CIC 

Steve adds over twenty years of both legal and professional experience to Canoga Wealth Management. He serves as Officer of Supervisory Jurisdiction and branch manager of Securities America, Inc. He also maintains his own personal planning practice.

He received his Bachelor's degree and his law degree from the University of Ottawa in Ontario. He was called to the Bar of Ontario and practiced there and later taught Appellate advocacy at the University.

Steve received his CLU and ChFC from the AmericanCollege in Bryn Mawr, Pennsylvania.  He is also insurance licensed and is a Certified Insurance Consultant.

Steve's industry registrations include:

• FINRA Series 24(General Securities Principal)
• FINRA Series 7 (General Seurities Representative)
• NASAA Series 63 (Uniform Securities Agent State Law Registration)
• NASAA Series 65 (Uniform Investment Advisors Law)
  

Steve and his wife, Joan, live in Suffield, Connecticut. 

Lisa Dennis

Lisa has been working as a part of John Raudat's team since May 2008.  Prior to joining Canoga Wealth Management, Lisa was a merchandising assistant at CRT Associates in Centerbrook.  She hold a Associates of Applied Science degree in Paralegal from Briarwood University.

A Connecticut native, Lisa enjoys outdoor activities, including hiking, camping, and biking.  An avid runner, she raises money for many non-profit organizations through road races, including the Susan G. Komen Foundation.  Lisa also volunteers her time for local organizations, such as Girl Scouts of Connecticut.

Lisa has a wonderful husband, Rick, and two children, Megan and Patrick.