Kevin C. Leahy has over 25 years of professional experience in wealth management, financial planning, and taxation.  Kevin works with individuals with complex financial affairs including business owners, corporate executives, and medical professionals.

He founded Connecticut Wealth Management (CTWM) in 2010 and has been instrumental in developing the CTWM team and culture.  As CEO of the Firm, Kevin is responsible for managing the firm according to its Mission Statement and Guiding Principles.

He is frequently asked to present to audiences including the Financial Planning Association of Connecticut, the University of Connecticut, the Estate and Business Planning Council of Hartford, and LPL Financial.  Kevin‘s recognized expertise has resulted in numerous guest appearances on NBC Connecticut and WFSB.

Education

Kevin graduated from Providence College with a Bachelor of Science degree in Accounting and earned a Master’s in Taxation with a concentration in Financial Planning from Northeastern University. Kevin is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee.

Affiliation & Community Involvement

Kevin C. Leahy is a member of the Connecticut Society of Certified Public Accountants (CTCPA) and the Financial Planning Association (FPA).  He is also a Member of the Board of Trustees for the University of Bridgeport, the Board of Trustees of Mercy High School, and the Investment Committee of the Middlesex YMCA. 

Previously he has served on the board member of the Rushford Center, on various committees with the Estate and Business Planning Council of Hartford and on the Professional Advisory Committee of the Hartford Foundation for Public Giving.

He is a devoted supporter of the Bridge Family Center, The Connecticut Forum, Hartford Youth Scholars, Farmington Land Trust and Mercy High School.

Kevin has been recognized as CEO of the Year for Businesses Under 100 Employees by the Hartford Business Journal (2019) and was selected as a Five Star Wealth Manager* by Crescendo Business Services (2010-2021); the elite list appearing annually in Connecticut Magazine.  In addition, he was selected as one of the top advisors by Medical Economics (2011-2017) and Dental Practice Report (2012).  The Hartford Business Journal (2009) also chose him as one of the "40 under Forty".

He resides in Durham with his wife, Tracy and their son and daughter.

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Denis M. Horrigan has more than 25 years of professional experience in the areas of financial planning and wealth management. Denis works with executives, business owners, medical professionals, families, and non-profit organizations. 

Denis is a partner and one of the founders of Connecticut Wealth Management (CTWM).  In addition to his role as Advisor, Denis works with the client service team ensuring that all clients receive consistent, meaningful, and quality service.  Denis also serves on the firm’s Investment Committee.

Denis is often asked to present to various audiences including the University of Connecticut, Planned Giving Group of Connecticut, and the Connecticut Public Pension Forum.  Denis’s recognized expertise has resulted in numerous guest appearances on NBC Connecticut, Fox61 and WTNH News 8.  He has been quoted in articles in both local and national publications, including The Wall Street Journal, The New York Times, Hartford Business Journal, Investment News, and thestreet.com.  

Education

Denis graduated from Siena College with a Bachelor of Arts degree in Sociology. He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee and a Certified Exit Planning Advisor (CEPA).

Affiliations & Community Involvement

Denis M. Horrigan is a member of the board of directors of the Hartford Youth Scholars, a member of the board of directors of the Connecticut Forum, a member of the Simsbury-Granby Rotary Club and is involved in volunteering to support the McLean Hospice Care in Simsbury. He is a past member of the board of directors of the Estate & Business Planning Council of Hartford., has served on the board of directors of Simsbury’s A Better Chance organization and was a member of the Investment Committee for the Harriett Beecher Stowe Center.  In addition, Denis has volunteered on numerous Hartford Area Habitat for Humanity builds.

Denis has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2010-2021); the elite list appearing annually in Connecticut Magazine.  He has been recognized as a top advisor by Medical Economics (2011-2017) and was selected as one of the "40 under Forty" by the Hartford Business Journal (2007). 
 
Denis’s community involvement has included coaching the boys and girls rugby teams at Simsbury High School, a program he founded in 2007.  He also coached the University of Hartford Rugby Club from 2001 – 2007 and was on the board of the Connecticut Rugby Union.

He resides in Simsbury with his wife, Kristen, and their three sons.   

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Kailee Ostroski joined Connecticut Wealth Management (CTWM) in 2016 as a Financial Advisor and her role soon expanded to include oversight of the firm's day-to-day operations.

As Chief Operating Officer, Kailee works with the leadership team on the development and implementation of the organization’s vision and yearly goals, ensuring that these are clearly communicated to the entire organization. She implements systems and processes to improve the firm's productivity and efficiency.

Kailee has been instrumental in the firm's accelerated growth and has developed leadership programs and performance evaluation systems to help every team member grow professionally. Additionally, she has laid the groundwork for CTWM's internship program, volunteer opportunities, and mentorship program.

Prior to joining Connecticut Wealth Management, Kailee was a Social Studies Teacher at Simsbury High School in Simsbury, CT.   ​

Education

Kailee Ostroski graduated from The University of Connecticut in Storrs with a Bachelor of Arts in History, Bachelor of Science in Secondary Social Studies Education, and a Master of Arts in Curriculum and Instruction. She is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) practitioner. 

Affiliations & Community Involvement

Kailee is the Founder and President of the Backyard Theater Ensemble; a collaboration of artists devoting their time, experience, and resources to produce theater that inspires, challenges, and entertains both performers and audiences. She utilizes this organization as a format to raise awareness and provide support/resources for social issues faced by the local community.

Additionally, she is actively involved with CTWM's ongoing volunteer work, including Hartford Youth Scholars, Habitat for Humanity build projects, and local food drives.

Kailee is a competitive ballroom dancer and has competed at the local, national, and international levels. She resides in Wallingford with her husband and son.

Michael A. Tedone has more than 30 years of professional experience in the areas of wealth management and estate planning. Michael works with high net worth individuals, business owners and senior executives with a specialty in financial, estate, and tax planning. As Chief Financial Officer, he oversees the finances of Connecticut Wealth Management.

Michael has been interviewed for both local and national publications, including Financial Advisor Magazine and U.S. News & World Report.  

Education

Michael graduated Magna Cum Laude from Bryant University with a degree in business administration. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS), a credential granted by the AICPA exclusively to CPAs who have the combination of extensive tax expertise and comprehensive knowledge of financial planning.

Affiliations & Community Involvement

Michael A. Tedone is a member of the American Institute of Certified Public Accountants (AICPA), as well as a member of the Connecticut Society of Certified Public Accountants (CSCPA). He has served as president of the Hartford Estate and Business Planning Council and was a chairman of the Hartford Foundation of Public Giving’s Professional Advisory Board. 

Michael has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2013-2021); the elite list appearing annually in Connecticut Magazine. Michael is a runner and enjoys golfing, tennis, and reading. In 2013 and 2016, he ran the New York City Marathon to raise funds for the organizations Think Pink Rocks and the Michael J. Fox Foundation for Parkinson’s Research. He resides in Wethersfield with his wife, Pam, and he has four children.

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Jarrett F. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs. 

Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor’s Business Daily.  He is frequently asked to speak about a variety of financial and business management strategies.

Education

Jarrett graduated magna cum laude from Amherst College with a degree in economics. He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee. Jarrett has been a member of the Investment Management Consultants Association since 2007.

Affiliations and Community Involvement

Jarrett has been recognized by Crescendo Business Services as a Five Star Wealth Manager* (2012-2021); the elite list appears annually in Connecticut Magazine.  He was selected as a “40 Under 40” by Connecticut Magazine (2013) and as a “40 Under Forty” by the Hartford Business Journal (2014).

Outside of CTWM, Jarrett is the treasurer for the In-Home Addiction Treatment Institute, a non-profit dedicated to researching and advancing innovative methods of addiction treatment.  He is on the Board of Directors for the West Hartford Library Foundation, and is a committee member for the Greater Hartford chapter of the Amherst College Alumni Network.  Prior volunteer experience includes serving on the Oak Hill Foundation's Board of Directors, acting as the chairman of the Seminar Committee for the Estate and Business Planning Council of Hartford, and running the Endowment Committee for the Hartford Tennis Club in West Hartford. At Amherst, Jarrett was an outfielder on the baseball team, and for several years volunteered his time helping to coach the varsity baseball team at Hall High School in West Hartford.

A Simsbury native, Jarrett resides in West Hartford with his wife Samira, daughter Ella, and son Jack.

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high net worth clients with complex financial affairs.

Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee.

Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at Cigna she advanced through numerous leadership roles and graduated from their respected Financial Development Program (FDP).  

Kathy has appeared on NBC Connecticut and has been quoted by CNN Money and Financial Advisor Magazine.

Education

Kathy graduated from the University of Hartford with a Master of Business Administration degree with a concentration in Taxation and earned her Bachelor of Science in Accounting from Fairfield University. She is a Certified Public Accountant and a Personal Financial Specialist (CPA/PFS), a credential granted by the AICPA exclusively to CPAs who have the combination of extensive tax expertise and comprehensive knowledge of financial planning.  In addition, Kathy is a Certified Divorce Financial Analyst (CDFA^®).

Affiliations & Community Involvement

Kathy is a member of the American Institute of Certified Public Accountants (AICPA) and the CT Society of Certified Public Accountants (CSCPA).  She sits on the Board of Directors of the Bridge Family Center, chairs their Development Committee, and serves on the Bridge Children’s Charity Ball Committee. Kathy is a member of the Connecticut Women’s Council and of the Hartford Estate and Business Planning Council.

Kathy has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2015-2021); the elite list appearing annually in Connecticut Magazine.

She resides in West Hartford with her husband, Curt, is a parishioner at the Church of St. Peter Claver and enjoys running, yoga and spending time with her three grown children.

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Tony DiSorbo has more than 30 years of professional experience in the areas of financial planning and wealth management. Tony joined Connecticut Wealth Management, LLC (CTWM) in 2020 and works with business owners, executives and individuals and families with complex financial needs.  His focus is on the financial planning process and on investment management and provides fiduciary advice to all his clients.  He is a member of the CTWM Investment Committee. 

Prior to joining CTWM, Tony was the managing partner at New England Capital Planners, Inc.  He has been a frequent speaker at colleges and universities throughout Connecticut about career development. In addition, he has taught adult education courses about investments, insurance vehicles and estate planning.  Tony has been a guest host on WTIC AM News Talk Radio discussing investing, financial planning and tax topics and has authored an article for Investment Advisor Magazine on practice management and client services.

Education

Tony graduated from the University of Connecticut and has his Bachelor of Science in Finance.  He is a Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®).

Affiliations & Community Involvement

Tony is a past board member of the Connecticut Financial Planning Association (FPA). In addition, he has served on the board of his town’s youth sports program and has implemented career mentoring programs for his town’s high school Future Business Leaders of America program and STEM department. 

Tony has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2020-2021); the elite list appearing annually in Connecticut Magazine.

Tony enjoys downhill skiing, road biking and many other outdoor activities.  He resides in Burlington with his wife, Anne, and has three sons.

_{* The award is based on expertise, value for fee charged and overall satisfaction.}

Megan Trask, CFP^® joined the Connecticut Wealth Management (CTWM) team in 2016. Megan has been a major contributor to the development of the firm's unique investment approach that helps clients align their financial goals with their portfolios. She builds meaningful and lasting relationships with her clients, which includes business owners and executives, and currently manages the largest portion of the firm's client assets.

As Director of CTWM's Investment Committee, Megan is responsible for the development and implementation of the firm’s target investment strategy. She oversees the firm's retirement plans and participant education programs and is passionate about philanthropic planning, financial literacy with second-generation clients, and socially responsible investing. 

Prior to joining the firm, Megan was a Senior Wealth Planner at Reynders, McVeigh Capital Management, LLC in Boston. She was responsible for communicating the firm’s proprietary research on public equities, private placement investments, as well as socially responsible strategies to individual clients. Megan also worked in the Investor Services Department of Brown Brothers Harriman with institutional clients.

Megan’s recognized expertise has resulted in numerous guest appearances on NBC Connecticut. In addition, she often contributes to financial articles in industry publications.

Education

Megan graduated from the University of Massachusetts, Amherst earning a Bachelor of Business Administration degree in Finance with a minor in economics. She has a certificate in Financial Planning from Boston University. Megan is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) practitioner. 

Affiliations and Community Involvement

Megan sits on the Investment Committee for the Village for Families & Children where she helps to develop investment policy and due diligence for the organization’s endowment. Megan is the advisor to the Vice President of Academic Excellence of the Kappa Kappa Gamma sorority at the University of Massachusetts, Amherst. She assists in developing the 100-person chapter’s scholastics expectations and requirements and visits quarterly to ensure adherence. Megan is a mentor and delivery angel for Healing Meals. She is also actively involved in CTWM’s charitable efforts.

Megan was selected as one of the “40 Under Forty” by Hartford Business Journal (2020) and has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2018-2021); the elite list appearing annually in Connecticut Magazine.

In her free time, Megan enjoys yoga, snowboarding, and outdoor adventures with her husband, son, and German Shepherd.

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Emily R. Wood brings over a decade of experience in the financial planning industry to Connecticut Wealth Management (CTWM). Emily leads the CTWM team in the development and implementation of innovative strategies that turn client aspirations into financial realities. She works with clients who have the most complex financial planning needs, including executives, real estate investors, and business owners.

Having worked with multiple law firms in the surrounding Connecticut area, Emily understands the complex benefits structure and work demands of the legal industry. She is highly skilled at quickly identifying the wants and needs of attorneys and developing a financial plan to be executed.

In her role as Chief Client Officer, Emily oversees all other existing and emerging services, as well as ensuring that all clients have an exceptional and genuine experience with the firm during every aspect of their financial lives. She is passionate about working with the entire CTWM team to create a plan that achieves and elevates every client’s financial success.

Education

Emily earned a Bachelor of Science degree in Gender & Women’s Studies and International Studies from Hollins University in Roanoke, VA, and is passionate about women’s rights and equality.

Emily is also currently working to complete her Master of Science in Accounting and Taxation at the University of Hartford. She is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) practitioner.

Affiliations & Community Involvement

Outside of CTWM, Emily is President of the Connecticut Association of Human Services, serving on the diversity, equity, and inclusion (DEI) committee, and she also serves on the board of Advancing Connecticut Together.

A Virginia native, she currently resides in New Hartford with her family, including her two stepchildren. Emily is also an outdoor enthusiast, a yoga instructor, and an avid supporter of the Simsbury Youth Hockey team.

Bichop J. Nawrot has more than 40 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Bichop specializes in working with individuals with complex financial affairs and creates customized plans covering concepts such as investment strategies, insurance and estate planning.

Prior to joining Connecticut Wealth Management, Bichop was President and Co-founder of Capital Strategies Inc., an investment advisory company in Bloomfield, CT offering comprehensive financial planning services to individuals, corporations, and institutions.  Bichop’s primary responsibility was managing client portfolios.

Bichop has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2019); the elite list appearing annually in Connecticut Magazine.

Education

Bichop graduated with a master’s degree and Bachelor of Science degree from Salem State University and has completed post graduate work at Boston College. Bichop is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee, a Chartered Financial Consultant (ChFC^®), Chartered Life Underwriter (CLU), and Certified Insurance Consultant.

Affiliations & Community Involvement

Bichop is a member and past President, of the Board of Trustees of the Connecticut Historical Society.  He is currently Vice Chairman of the Board of Trustees of Old Sturbridge Village, a member of the Board of Overseers of the Bushnell, and a Board Director of Lobster Craft, LLC. Bichop previously served on the Board of Trustees of The Hartford Area Habitat for Humanity.

Bichop and his wife Linda have lived in West Hartford for over 40 years, where they raised their two daughters, and were active in the Church of Saint Timothy.

Bichop is an avid traveler, skier, and mountaineer.  He has a passion for economic and political issues.

_{*The award is based on expertise, value for fee charged and overall satisfaction.}

Claudia J. Jacques-Soto has more than 37 years of professional experience in the areas of financial planning, wealth management and business operations.  Claudia specializes in working with individuals with complex financial affairs and creates customized plans covering concepts such as investment strategies, insurance, and estate planning.

Prior to joining Connecticut Wealth Management, Claudia was the Vice President and Co-founder of Capital Strategies, an investment advisory company in Bloomfield, CT offering comprehensive financial planning services to individuals, corporations, and institutions.  Claudia’s primary responsibilities were developing and implementing client’s financial plans.  She also managed the daily operations of the Capital Strategies office with responsibilities ranging from compliance, technology, and human resources.

Claudia has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2019); the elite list appearing annually in Connecticut Magazine.

Education

Claudia received a Master of Science degree and Bachelor of Science degree from the University of Hartford. She is a is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee, a Chartered Financial Consultant (ChFC^®), Chartered Life Underwriter (CLU), and Registered Employee Benefits Consultant.

Affiliations & Community Involvement

Claudia has served on the Professional Advisory Committee for the Hartford Foundation for Public Giving and as a crew leader for Hartford Area Habitat for Humanity. In addition, Claudia is an original member of the Registry of Financial Planning Practitioners.

Claudia and her family reside in Glastonbury.

_{*The award is based on expertise, value for fee charged and overall satisfaction.}

Steve McLoughlin brings more than 25 years of client and agency marketing experience to his position as Connecticut Wealth Management’s director of marketing. Steve has provided strategic marketing leadership and oversight across a diverse set of industries including financial services, manufacturing, home services, higher education, CPG, and retail working with clients ranging from Fortune 500 to SMBs.

At Connecticut Wealth Management, he leads our marketing team in helping to create great experiences and long-term relationships for our clients and foster our relationship with the local and financial communities.

Education

Steve graduated from the University of Connecticut with a Bachelor of Arts degree in Economics. He received Six Sigma Green Belt Certification during his tenure with GE.

Affiliations and Community Involvement

If Steve had a theme song, its lyrics would be, “Put me in, Coach, I’m ready to play.” His lively spirit comes from being a lifetime baseball player (a pitcher in college and unabated league player and coach ever since). Steve passes on that passion and knowledge of baseball by volunteering his time training youth and high school baseball players.  

Deborah brings extensive experience in human resources, talent development, and diversity/equity/inclusion to her position as Director of Human Resources at Connecticut Wealth Management. Deborah works with the entire Connecticut Wealth Management team and is responsible for establishing and maintaining policies and practices as well as attracting, developing, and retaining talent. 

Prior to joining Connecticut Wealth Management, Deborah owned her own HR consulting firm and was the HR Director at Hartford Golf Club. Deborah also held senior-level HR positions in several large organizations with complex businesses including Prudential Financial, CIGNA, The Hartford, and Allstate Insurance Company. At Prudential Retirement, Deborah created and led the Talent Development and DEI functions.

Education

Deborah graduated from Assumption College with a degree in English and Sociology. She is certified in a  number of leadership development assessment tools and coaching methodologies. These include PROSCI Change Management, Marshall Goldsmith Stakeholder Centered Coaching, Korn Ferry Diversity education, Korn Ferry emotional intelligence assessments, Hogan personality/motives/values assessments, and Occupational Personality Questionnaire. She is also a seasoned facilitator with experience delivering a wide range of programs. 

Affiliations & Community Involvement

Deborah is involved in the Northeast Executive Advisory Group as a founding member of the Diversity sub-committee. She also serves as a mentor for women who seek guidance on their careers including Untapped Potential – an organization that focuses on women returning to the workplace. She has also served on the board for the Greater Hartford Chapter of MADD and Capital Towers which provides affordable housing in Hartford, CT.

Deborah, who resides in West Hartford, enjoys spending time with her husband Mark, an architect, and two grown daughters. She loves to travel, focus on fitness, and play golf. 

Tanya C. D’Addio joined Connecticut Wealth Management (CTWM) in 2010.  She has more than 20 years of experience in the areas of firm culture, marketing, and operations. Tanya’s role at CTWM involves maintaining and developing a professional, fun, and energized work environment that promotes positive and professional relationships amongst CTWM team members and clients.

Tanya has created and developed recognition, wellness and team building programs at CTWM.  These programs are geared to improve the well-being of team members inside and outside of the workplace.  Her goal is to continuously develop a company culture that encompasses caring, collaboration and communication.  She leads the firm’s Culture Committee to help achieve this goal.  

Tanya leads the Marketing Committee and is instrumental in all the firm’s marketing efforts. She is responsible for working with an outside firm to develop and implement marketing tactics, strategies, and communications. In addition, she is responsible for organizing and managing all client and team events. 

Education

Tanya C. D’Addio graduated from Quinnipiac University with a bachelor’s degree in Legal Studies.

Affiliations & Community Involvement

Tanya is a member of the CTWM Charitable Committee. She has helped lead the firm’s charitable efforts including Habitat for Humanity women and team builds, coat drives for The Bridge Family Center, and food drives to benefit the Farmington Food Pantry and for the Bridge Family Center during the COVID-19 pandemic.  She helped start the CTWM Think Pink event; an annual event focused on educating women about breast cancer prevention.   

Tanya is a former board member of the Cheshire Community Theater and led the National PTA Reflections Art program at Doolittle School in Cheshire, CT. 

Tanya enjoys yoga, fitness workouts, and baking bread with her family. She resides in Cheshire with her husband, Ed, and their two children.

Lorraine Halibozek brings over 30 years of experience in finance and accounting to her position as Controller at Connecticut Wealth Management (CTWM). Lorraine is responsible for planning, coordinating and monitoring all accounting operational functions at CTWM.

Prior to joining Connecticut Wealth Management, Lorraine was the Controller at J&L Medical Services, LLC, one of the largest medical supply companies in Connecticut. Before that, Lorraine spent several years at CohnReznick, LLP as a Manager in the Accounting and Advisory Group. She brings a wealth of experience from working in both public accounting and private industry for several local, regional and nationally recognized companies.

Education

Lorraine graduated Summa cum Laude from Central Connecticut State University with a Bachelor of Science degree in Business Administration. She is a Certified Public Accountant (CPA).

Affiliations & Community Involvement

Lorraine is a member of the American Institute of Certified Public Accountants (AICPA), as well as a member of the Connecticut Society of Certified Public Accountants (CTCPA). She is interested in Senior Advocacy and donating time to those in Nursing Homes who need companionship.

Lorraine enjoys traveling, reading, yoga, cycling, and golf. She and her husband, Peter, are residents of Palm Coast, Florida.

Elizabeth A. DeBassio brings over 25 years of finance, tax planning, and business experience to her position as a Managing Advisor at Connecticut Wealth Management (CTWM). Her expertise includes multigenerational wealth planning, working with families to identify and achieve their financial goals while also educating the next generation about cash flow and responsible investing. She also works with high-net-worth attorneys, widows/widowers and divorcees, implementing effective savings and investment strategies to increase understanding and reduce concerns over their ever-changing financial lives.

With a background as a CPA, Elizabeth brings a different level of active and strategic thinking to income tax planning for her clients. Additionally, she is part of the CTWM Investment Committee.

Prior to joining CTWM, Elizabeth was an advisor at Filomeno Wealth Management, LLC. She was also a supervisor at Brown & Brown, LLP, served as a personal financial advisor to the former U.S. Ambassador to Austria and worked as a public accountant for Deloitte and Touche.

Elizabeth is often asked to present to various audiences including the Central Connecticut Business and Estate Planning Council and the Greater Hartford Probate Forum. She has been quoted in various publications including US News and World Report. 

Education

Elizabeth graduated from Elkin B. McCallum School of Business at Bentley College, earning a Master of Science in Personal Financial Planning and holds a Bachelor of Arts degree in Economics/Accounting from the College of the Holy Cross. 

Elizabeth is a Certified Public Accountant and a Personal Financial Specialist (CPA/PFS), a credential granted by the AICPA exclusively to CPAs who have the combination of extensive tax expertise and comprehensive knowledge of financial planning.

Affiliations and Community Involvement

Elizabeth is a member of the America Institute of Certified Public Accountants (AICPA) and a current member and a former board member of the Estate and Business Planning Council of Hartford. She is a previous member of the Central Connecticut Business and Estate Planning Council.

Elizabeth has also been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2015-2021); the elite list appearing annually in Connecticut Magazine. She was also selected as one of the “40 under Forty” by the Hartford Business Journal (2006).

Elizabeth’s community involvement includes coaching her son’s team for the Avon-Canton-Farmington Youth Ice Hockey Association and she has attained her Level 4 USA Hockey coaching certification. Additionally, she serves on the Farmington Advisory Committee for the Boys & Girls Club of Hartford. Previously, she served as a board member and Assistant Coach of Connecticut Sled Hockey and Vice President of Our Children's Center. She is also actively involved with CTWM’s charitable efforts.

Elizabeth resides in West Hartford with her husband, Dave, and their two sons and can be found rollerblading, paddle boarding, and hiking with her rescue dog, Summer.

^{* The award is based on expertise, value for fee charged and overall satisfaction.}

Jennifer D. Barry, CFP^® is a Managing Advisor at Connecticut Wealth Management, LLC (CTWM). For more than 25 years, Jennifer has been creating comprehensive financial plans and investment strategies to support her clients’ objectives. Jennifer works as a team with her clients’ multi-generational family members and professionals to ensure all aspects of clients’ plans are considered.

Jennifer is a member of the CTWM Investment Committee and Charitable Outreach Committee.

Prior to joining CTWM, Jennifer was a Financial Planner and Investment Advisor Representative with Capital Strategies in Bloomfield, Connecticut. She was also President of a local investment firm, and earlier in her career, worked as an Information Director for Corporate Finance at Travelers.

Education

Jennifer graduated from Hartford State Technical College and is a CERTIFIED FINANCIAL PLANNER^™ practitioner and has a Certification in Long Term Care (CLTC).

Affiliations & Community Involvement

Jennifer is on the Advisory Board of the Franciscan Home Care & Hospice Life Center, a member of the Estate & Business Planning Council of Hartford, and a member of the Connecticut Financial Planning Association (FPA). She was also the coordinator of the FPA’s High School Financial Planning Program and continues to be an advocate for early education of financial management.

Jennifer has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2015, 2017-2021); the elite list appearing annually in Connecticut Magazine.  

She resides with her family in Bloomfield.

_{* The award is based on expertise, value for fee charged and overall satisfaction.}

John J. Shanley, CFP^® joined Connecticut Wealth Management (CTWM) in 2019.  He works with clients to gain a deep understanding of their needs, ambitions, and goals.  John proactively works with and develops personal relationships with clients to ensure they are receiving excellent service.  He also prepares and delivers client’s financial plans. Additionally, John is the Assistant Director of the CTWM Investment Committee and is responsible for implementing firmwide portfolio strategies.  

Prior to joining CTWM, John was a Financial Advisor at Pinnacle Investment Management in Simsbury, CT.  

Education

John graduated with a Masters’ of Science in Financial Services from American College and earned his undergraduate degree from Fordham University.  He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) practitioner.  

Affiliations & Community Involvement

John is an Adjunct Professor in the MBA program at Elms College where he teaches classes for the Certified Financial Planners (CFP^®) program.  He is also a Board Member of the Financial Planning Association of Connecticut Valley.  

John has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2020-2021); the elite list appearing annually in Connecticut Magazine.

Outside of work, John has volunteered his time at Family Reach, an organization that provides pro-bono financial planning to cancer patients. 

In his free time John enjoys spending time with his wife and two sons at their home in Suffield.

_{* The award is based on expertise, value for fee charged and overall satisfaction.}  

Michael D. Fernandes is a Senior Financial Advisor at Connecticut Wealth Management (CTWM).  He enjoys creating long lasting relationships with clients and having a deep understanding of what is truly important to them. Mike draws from his prior experiences to give clients a greater understanding of how their financial planning and investment portfolios work in conjunction over time. 

Prior to joining CTWM, Mike started his career working with New York Life Insurance company as a Financial Services Professional. Mike, then joined Fidelity Investments’ flagship office in Boston’s Financial District.  While at Fidelity, he worked with high net worth clients to formulate retirement plans and investment strategies to help them achieve their financial goals.

Education

Mike graduated Cum Laude from Regis College with a major in Business Management, and a minor in Communications. He is a CERTIFIED FINANCIAL PLANNER^™(CFP^®) practitioner. 

Affiliations & Community Involvement

Mike has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2021); the elite list appearing annually in Connecticut Magazine.

While at Regis College, Mike, was an inaugural member of their men’s basketball team when the university transitioned from all-women to coed in 2007. He played four years and in 2011 was awarded the university’s “Outstanding Male Senior Scholar Athlete”. Mike continued his passion for basketball after graduating by playing in several men’s leagues in the Boston area, as well as coaching youth travel teams in Wellesley, MA. 

Originally from Granby, MA, Mike and his wife, Stephanie, now reside in Simsbury, CT. He enjoys golfing, playing basketball, and exploring New England’s beaches during the summer months. 

_{* The award is based on expertise, value for fee charged and overall satisfaction.}

Dan Ballou is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He focuses on delivering exceptional client service and is responsible for assisting advisors with creating financial plans and implementing portfolio strategies. Dan also assists with the CTWM 401(k) seminars and presentations, where his strong ability to translate complex terminology into digestible content is helpful for clients.

Dan serves on the CTWM Investment and Charitable Outreach committees.

Originally entering the financial industry through marketing, Dan transitioned into wealth management as a Senior Wealth Management Specialist at Andover, Massachusetts-based Putnam Retail Management. Prior to his role at Putnam, he served as Regional Marketing Director and Senior Regional Marketing Associate, all while regularly earning top marks in peer evaluations for his diverse range of talent and experience.

Education

Dan Ballou graduated from the University of Miami, Coral Gables, Florida with a Bachelor of Business Administration. He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee.  

Affiliations & Community Involvement

Dan has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2021); the elite list appearing annually in Connecticut Magazine.

Dan enjoys spending time outdoors in his free time. Some of his favorite activities include golfing, running, biking, hiking, and swimming. You can also find him spending time with his family and friends on the beaches of Cape Cod.

_{* The award is based on expertise, value for fee charged and overall satisfaction.}

Martha P. Hardison is a Senior Financial Advisor and joined Connecticut Wealth Management (CTWM) in 2016.  She works with high-net-worth clients to create individualized and comprehensive financial plans.  Martha is a member of the CTWM Financial Planning and Investment Committees.

Prior to joining CTWM Martha was a Financial Center Manager at Bank of America in West Hartford, CT and a Store Manager II at TD Bank in Plantsville, CT.  She assisted clients with all banking needs and managed a team of fifteen employees.

Education

Martha graduated from the University of Connecticut-Storrs earning a Bachelor of Arts degree in Psychology. Martha is also a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee.  

Affiliations & Community Involvement

Martha enjoys traveling and spending time with her family. She currently resides in Manchester with her husband and two children.

Labib Fasihuddin joined Connecticut Wealth Management (CTWM) in 2017. He focuses on delivering exceptional client servicing through the development of financial plans and portfolio strategies for clients. Labib is a member of the CTWM Investment Committee where he provides research and leads firm-wide block trades. He also heads CTWM's internship program, which he has developed into a top-tier financial services internship within the Greater Hartford region.

Education

Labib Fasihuddin graduated from The University of Connecticut School of Business in Storrs with a bachelor’s degree in Finance. At UConn, he sang and served as president for the Conn-Men, an all-male A Cappella group. Labib is also a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee.  

Affiliations & Community Involvement

Labib is a member of the UConn Hartford Alumni Network and the MetroHartford Alliance Hartford Young Professionals & Entrepreneurs’ (HYPE) network.

Richard (Rick) Persechino is a Financial Advisor at Connecticut Wealth Management, LLC (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients.

Prior to joining Connecticut Wealth Management, Rick was a Financial Planning Assistant at New England Capital Planners. He also interned at Clarendon Wealth Management in Arlington, Virginia.

Education

Rick graduated from Virginia Tech University with a Bachelor of Science degree in Finance with a concentration in Financial Planning. Rick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. 

Affiliations & Community Involvement

While in college Rick was an active member of the Financial Planning Association (FPA), the National Society of Collegiate Scholars, and Pi Kappa Alpha.  He also volunteered with coordinating fundraising events for cancer research.

Outside of the office, Rick enjoys golfing, fishing, and supporting the Virginia Tech Hokies. He also enjoys spending time with family at their cottage in Maine. He resides in Barkhamsted, CT.

Laura Sundquist brings over 25 years of experience in financial, college, retirement, and tax planning to her position as a Senior Financial Planner at Connecticut Wealth Management (CTWM). Laura works with the entire CTWM team and is responsible for helping to develop strategic and innovative plans for clients so that risk profiles, prioritized goals, objectives, and asset allocations are appropriate for their individual circumstances.

With a background in tax, Laura identifies and promotes tax strategies that align with a client’s financial goals.

Prior to joining Connecticut Wealth Management, Laura was a Senior Planner at Sage Financial Design meeting with clients, presenting client reports, and measuring progress toward goals. Laura also spent three years living abroad in Paris and Germany and three years in public accounting at a local CPA accounting firm.

Education

Laura graduated from Bentley University with a Bachelor of Science degree in Accountancy. She received her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning and is also a Certified Public Accountant (CPA) and a Chartered Advisor in Philanthropy.

Affiliations & Community Involvement

Laura has been a member of the Financial Planning Association (FPA) Connecticut for 25+ years and is the current Treasurer. She is also the current President of the Licia & Mason Beekley Community Library in New Hartford as well as the Treasurer of the West Hill Estates Association. During her time abroad, Laura was actively involved in the American Women’s Group of Paris as Vice President of Activities, planning and organizing events for American expatriate women.

Laura, her husband, Steve, and their two boys live in New Hartford. Laura and her family enjoy traveling and spending time at West Hill Lake. In addition to spending time with family and friends, she enjoys cooking, exercising, and doing yoga.

Beth Devino brings close to 20 years of experience in finance, corporate accounting, and auditing to her position as a Financial Planner at Connecticut Wealth Management (CTWM). Beth leads planning engagements with multifaceted clients, ranging from corporate executives and retirees to business owners and attorneys. She maximizes her time with clients by helping them to better understand how their financial and personal lives intersect, and at the same time, helps them to discover and verbalize their long-term financial goals. Beth leverages this information to construct an initial financial plan that sets the course for clients to achieve financial success.

Prior to joining Connecticut Wealth Management, Beth was a 401(k)-plan administrator for a large family-owned business. Beth also spent several years at United Technologies Corporation in the financial reporting group and spent three years in public accounting at PricewaterhouseCoopers.

Education

Beth graduated Magna Cum Laude from Bentley College with a Bachelor of Science degree in Accountancy and holds a Master of Business Administration degree from Quinnipiac University. She also received a Master Personal Financial Planner Certificate from Elkin B. McCallum School of Business at Bentley College.

Beth is a Certified Public Accountant and a Personal Financial Specialist (CPA/PFS), a credential granted by the AICPA exclusively to CPAs who have the combination of extensive tax expertise and comprehensive knowledge of financial planning.

Affiliations & Community Involvement

Beth is a member of the America Institute of Certified Public Accountants (AICPA). She is a former board member of Holy Cross High School in Waterbury and a current member of their Endowment Corporation.

Additionally, Beth is involved with various charities in the Greater Waterbury area including monthly meal preparation at Saint Vincent De Paul Mission. She also serves on CTWM’s Charitable Committee, and actively participates in the firm’s community outreach efforts.

Beth enjoys spending time entertaining friends and family at her home. She resides in Middlebury with her husband, Marty, and their two children.

Patrick Sullivan joined the Connecticut Wealth Management Team in Fall 2021 and works alongside the CTWM financial planning team. Patrick is responsible for collaborating with the CTWM team to provide thoughtful and comprehensive financial plans for initial planning engagements. He is driven to accomplish client’s long term financial goals by using proactive and analytical strategies.

Prior to joining Connecticut Wealth Management, Patrick was a Tax and Financial Advisor at Asset Strategies, Inc. He was responsible for tax preparation and tax planning for individuals and businesses as well as presenting detailed financial plans to individuals. He worked primarily with business owners and corporate professionals. Patrick brings 8 years of experience in individual and corporate tax planning to CTWM.

Education

Patrick graduated from Salve Regina University with a Bachelor of Science degree in Accounting and a minor in Business Administration. Patrick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Outside of the office, Patrick enjoys golfing, traveling, and going to the beach with family and friends. He resides in Wallingford, CT with his wife Jen and his dog, Punkie.

Saswati Saha brings over 16 years of experience to her position as a Planning Analyst at Connecticut Wealth Management, LLC. Saswati works with a team of advisors to provide account administration and exceptional client service.  She also has administrative responsibilities within the Operations Department.

Education

Saswati earned her Bachelor of Science degree in Chemistry from the University of Kolkata, in India.

Affiliations & Community Involvement

Saswati enjoys participating in Connecticut Wealth Management community involvement events.  In her free time, Saswati likes to explore and travel to new places with her husband.

Sam DeBono joined Connecticut Wealth Management (CTWM) as a Planning Analyst in 2021. He is responsible for gathering, entering, and analyzing data in the development of a client’s financial plan.
 

Education

Sam graduated from Michigan State University in 2020 with a Bachelor’s degree in Finance and a concentration in Wealth Management & Financial Planning.

Affiliations & Community Involvement

While at Michigan State University, Sam was an active member in the MSU Wealth Management Association. He also served as the Philanthropy Chair of Phi Kappa Tau, where he helped to raise money and awareness for SeriousFun Network, an organization that provides children living with serious illnesses with a camp experience and high-quality medical care.

Outside of the office, Sam is an avid sports fan, enjoys living an active lifestyle, and loves to travel. He likes to spend time with his friends, family, and his dog Cooper. Sam resides in Pound Ridge, NY.

Erynn Ludemann brings close to 5 years of experience in customer service, operations, and team management to her position as a Planning Analyst at Connecticut Wealth Management. Erynn is responsible for the data collection and analysis that goes into a client's initial financial plan.

Prior to joining Connecticut Wealth Management, Erynn was an Executive Administrator in corporate real estate and a local accounting firm. For several years, Erynn facilitated transactions worth more than $25 million in residential real estate as a licensed salesperson.

Education

Erynn graduated from the University of New Hampshire with a Bachelor of Arts degree in Clinical Psychology with a concentration in Human Services.

Affiliations & Community Involvement

Erynn is a volunteer with Scholar Scripts, a non-profit organization in partnership with Cancer for College which provides college scholarships and educational opportunities for low-income, high-achieving cancer survivors. Since its inception, Cancer for College has granted over $3.5 million in scholarships to more than 1,400 survivors from around the country.

Erynn enjoys exploring new eateries and hidden gems throughout New England with her friends. She resides in West Hartford, Connecticut.
 

William P. Horigan joined Connecticut Wealth Management, LLC (CTWM) in 2019 as an Associate Financial Advisor.  He focuses on providing exceptional service to CTWM clients and assists the advisors with creating financial plans and implementing portfolio strategies. 

Education

Will graduated Cum Laude from Providence College with a bachelor’s degree in Finance and Accountancy. While at Providence College, he was a member of the Finance Society, Accounting Association and participated in the 2018 Michael Smith Ethics Case Competition.

Affiliations & Community Involvement

Will enjoys an active lifestyle, with a passion for golf, running, hiking, mountain biking and skiing.  He maintains a close relationship with the Hartford Golf Club and the Stratton Mountain ski resort. 

Eric Natale joined the Connecticut Wealth Management team in 2020. In his role as Portfolio & Business Analyst, Eric seeks to understand dynamic environments to deliver outcomes for clients. He serves on the CTWM Investment Committee, with a focus on investment research, portfolio construction, and systems management.

Eric also works closely with business owners helping them to understand how their business and personal financial plans intertwine, turning analysis into actionable insights that help them to achieve their business and personal goals.

Prior to joining Connecticut Wealth Management, Eric spent 5 years working in corporate finance and accounting. He was a Senior Finance Manager for Baker Hughes and graduated from General Electric’s Financial Management Program.

Education

Eric graduated from Yale University with a bachelor’s degree in Economics.

Affiliations & Community Involvement

While at Yale, Eric was a member of the Varsity Men’s Lacrosse Team; a four-time letterman and three-time Ivy League Tournament Champion.

Outside of the office, Eric enjoys golfing, snowboarding, lacrosse, spending time with family, and reading.

Jenna Isleib joined the Connecticut Wealth Management team full-time in 2021 as an Analyst after successfully completing the CTWM internship program. She will focus on assisting advisors in developing financial plans, implementing portfolio strategies, and providing exceptional service to clients.

Education

Jenna graduated from the University of Connecticut in 2021 with a Bachelor’s degree in Communications. She minored in Entrepreneurship and specialized in Personal Relations and Social Engagement.

Affiliation & Community Involvement

While at the University of Connecticut, Jenna served on the executive board of Delta Zeta, was named a New England Scholar, and received a certification in Business Management from the UConn School of Business.

Outside of the office, Jenna enjoys photography, traveling, and spending time with her friends, family, and two dogs. She resides in Durham, CT..

Kevin Briganti joined the Connecticut Wealth Management team in 2020 as an Analyst with a focus on assisting the advisors in financial plans and client meeting preparations.

Education

Kevin graduated from the University of Connecticut in 2016 with a bachelor’s degree in Economics.

Affiliations & Community Involvement

Kevin has a passion for ice hockey. He is currently an on-ice official in the American Hockey League and Hockey East Association and was granted an international officiating license by USA Hockey and the International Ice Hockey Federation. During his officiating career, he was selected to work multiple Calder Cup playoff assignments in the AHL and Frozen Four championship tournaments in 2016 and 2017. Kevin uses his officiating experience in his role as a Seminar Instructor for USA Hockey’s Connecticut chapter of officials, leading both on-ice and off-ice instructional seminars for annual certification of his fellow officials.

Outside of CTWM, Kevin also enjoys baseball, golfing, and traveling with family during the summer. He currently resides in Simsbury, CT.

Christopher Winkel joined the Connecticut Wealth Management team in 2021. He is responsible for assisting advisors in providing exceptional service to clients as well as developing and implementing comprehensive financial plans. 

Education

Chris graduated Cum Laude from the University of Connecticut with a Bachelor of Science degree in Finance. He also holds a Master of Financial Risk Management degree from University of Connecticut Business School.

Affiliations & Community Involvement

While at the University of Connecticut, Chris was a member of the UConn Baseball Team; a 5-year letterman, three-year captain, and Big East Tournament Champion. He also represented UConn Baseball as a four-year member of the Student Athlete Advisory Committee. 

Outside of the office Chris enjoys spending time with family, friends and his dogs as well as golfing and fishing. He resides in Orange, CT.

Matt Bonvicini joined the Connecticut Wealth Management team in 2021 as an analyst. He will focus on assisting advisors in developing financial plans, completing client meeting preparations, and providing exceptional service to clients. Matt serves on the CTWM Charitable and Culture committees.

Education

Matt graduated Magna Cum Laude from the University of Connecticut, Storrs with a Bachelor of Arts degree in Psychology and Human Development and Family Sciences.

Affiliation & Community Involvement

While at the University of Connecticut, Matt served on the executive board of Pi Kappa Phi as both the Service and Philanthropy Chairman, served as an Educational Psychology Teaching Assistant within the UConn First Year Experience Program, volunteered with Best Buddies and Big Brothers Big Sisters, and was named a Babbidge Scholar. Prior to joining Connecticut Wealth Management, Matt worked as a Behavior Technician with Prism Autism Education and Consultation.

Outside of the office, Matt enjoys biking, hiking, reading, and spending time with his friends and family.

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over five years of industry experience. He will focus on collaborating with advisors to develop financial plans for clients and developing forecast scenarios to stress-test individual plans over time.

Prior to joining CTWM, Miguel worked for Fidelity Investments as a planning consultant, where he collaborated with advisors and clients on developing and maintaining financial plans.

Education

Miguel graduated from Southern New Hampshire University with a bachelor’s degree in International Business.

Affiliation & Community Involvement

Miguel is actively involved with his church’s community service outreach, including local and international projects. Additionally, Miguel is passionate about soccer and won the NCAA Division II Men’s Soccer Championship in 2013. He still plays in many leagues across Connecticut and New York.

Miguel enjoys playing the guitar and loves spending time with his wife and their 3-year-old son.

Walker Lohrey joined Connecticut Wealth Management (CTWM) as an Analyst in 2022. He is responsible for assisting advisors in the development of comprehensive financial plans and preparing for client meetings.

Prior to joining CTWM, Walker served as a group sales representative for life and disability insurance products with Cigna and New York Life.

Education

Walker graduated from the University of Connecticut (UConn) in 2017 with a bachelor’s degree in Economics.

Affiliation & Community Involvement

Walker is an avid golfer. He competed on the UConn Club Golf Team and finished T17 individually during the 2016 National Championship Tournament. He also finished third in stroke play at the 2021 Connecticut Amateur Championship at Hartford Golf Club.

Walker is an active member of the Tumble Brook Country Club and a passionate UConn basketball fan.

Kimberly J. Lockwood brings over 30 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC (CTWM).  Kimberly works with a team of advisors to provide exceptional client service.  She also has administrative responsibilities within the Operations Department.

Prior to joining CTWM, Kimberly was an Investment Administrator at Filomeno Wealth Management, LLC.  Her previous work experience includes management within the Human Resources administration at Arthur Andersen, LLP and as an Executive Assistant in the Legal Department at The Hartford Insurance Group. 

Education

Kimberly is a graduate of Bay Path Junior College.  

Affiliations & Community Involvement

Kimberly’s interests include travel, reading and artwork. Kimberly resides in Glastonbury with her husband Scott and their son.

Daria Haaser joined Connecticut Wealth Management in 2017 as a Client Service Specialist.  She prepares for client meetings, opens and maintains accounts and ensures that clients receive exceptional service.  In addition, Daria assists in the firms Human Resources department. 

Education

Daria graduated from the University of Saint Joseph with a Bachelor of Science degree in Business Management in 2017. Daria continued her education by earning a Master’s in Management at the University of Saint Joseph in 2018.

Affiliations & Community Involvement

In her free time Daria enjoys traveling with her husband Michael, going to baseball games, and spending time with her family. 

Melissa Frechette joined Connecticut Wealth Management (CTWM) in 2019 and has over 20 years of customer service experience.  Melissa works with a team of advisors to provide account administration support. Melissa assists in preparing for client meetings, opening accounts, and ensuring clients receive exceptional service.  

In addition, Melissa is responsible for guiding Connecticut Wealth Management’s compliance efforts and assisting in establishing policies and procedures for regulatory development within the firm.  

Prior to joining CTWM Melissa was a Director of Operations at a local financial firm.

Affiliations & Community Involvement

Melissa enjoys baking, going on hikes with the family, and reading. She lives in Farmington with her husband, three children and two dogs.

Cyndy Borenstein brings over 20 years of administrative experience to her position as a Client Service Specialist at Connecticut Wealth Management, LLC.  Cyndy works with a team of advisors to provide exceptional and timely client service. 

Prior to joining Connecticut Wealth Management, Cyndy was the Chief Administrative Assistant for New England Capital Planners.

Education

Cyndy graduated from Bay Path University with an Associate of Arts degree.

Affiliations & Community Involvement

In her free time, she enjoys traveling and entertaining family and friends at her home. Cyndy resides in Canton with her husband, Herb.
 

Lauren DellaFera brings over 10 years of administrative experience to her role as a Client Service Specialist for Connecticut Wealth Management. Lauren assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service. She also provides support to the firm’s Human Resources department.

Prior to joining the CTWM team, Lauren most recently worked in the US Patient Supply Group at Alexion Pharmaceuticals. She also performed freelance coaching, training, and consulting for small businesses following 8 years of working as a Surgical & Obstetrical Coordinator for a local OB/GYN practice.

Education

Lauren graduated Magna Cum Laude from the University of Connecticut, Storrs with a Bachelor of Science in Psychology and Human Development and Family Studies. She also received her designation as a Certified Professional Coach from The Institute for Professional Excellence in Coaching (iPEC) in 2018.

Affiliations & Community Involvement

Lauren is currently the Treasurer of Hole in the Wall Theater in New Britain, Connecticut and has been a member of the Board of Directors since 2018. She is also a member of the online beauty community, and has created over 500 videos for YouTube where she reviews various products and teaches makeup application techniques. Lauren currently resides in Rocky Hill with her husband and dog, Kira.
 

Ashley Fleming brings 10 years of administrative and project experience to her position as a Client Service Specialist at Connecticut Wealth Management most recently working in education and school counseling. Ashley assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service. 

Prior to joining Connecticut Wealth Management, Ashley worked at Wilbraham Middle School as a school counselor and also spent several years as an Assistant Director of Admissions and the Coordinator of Transfer Recruitment at Hampshire College.

Education

Ashley graduated from The University of Connecticut, Storrs with a Bachelor of Arts degree in Psychology and holds a Master of Education degree from American International College. 

Affiliations & Community Involvement

Ashley enjoys spending time with friends and family and traveling to new places. She resides in Easthampton, MA with her two cats, Norm and Franklin. 

Meredith Pickett brings over 14 years of financial planning, client service, and administrative experience to her position as a Client Service Specialist at Connecticut Wealth Management (CTWM). Meredith works with a team of financial advisors, helping them to prepare for client meetings and open/maintain accounts all while ensuring that clients receive exceptional service.

Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with American Express Financial Advisors. While raising her family, Meredith worked as an elementary math tutor.

Education

Meredith graduated from the State University of New York at Oneonta with a bachelor’s in business economics. She holds a Certificate in Sustainable Health and Nutrition and a Certificate in Herbalism from The Institute of Sustainable Nutrition.

Affiliations & Community Involvement

Meredith serves on the advisory board of The Institute of Sustainable Nutrition. She is also involved with various charities in the Farmington Valley.

Meredith enjoys gardening, spending time outdoors, and entertaining family and friends. She resides in Canton with her husband, Mark, their three children, and two rescue greyhounds, Turbo and Casco.

Megan Cooney-Smith joined the Connecticut Wealth Management team in 2021. She is focused on the development of marketing strategies aimed at retaining clients, positioning the firm as an industry leader, and providing an inside view of the CTWM culture. 

Megan’s experience in the marketing industry has been focused on the development of content and email marketing strategies. Additionally, she has been featured as a ghostwriter in marketing publications such as Search Engine Watch and Medium.

Most recently, she worked for an agency that focused exclusively on digital marketing for attorneys, focusing on the development of strategic marketing campaigns for the agency while also developing the branding and marketing of the agency’s proprietary artificial intelligence technology. Prior to this, Megan jumpstarted the marketing efforts for a local independent insurance agency.

Education

Megan holds a Master of Business Administration degree from Southern New Hampshire University and graduated Magna Cum Laude from the Massachusetts College of Liberal Arts with a Bachelor of Arts in English/Communications. 

Affiliations & Community Involvement

Megan is a member of multiple honor societies, including Delta Mu Delta, Alpha Chi, and Lambda Iota Tau. Her next professional goal is to work towards a Digital Marketing Certification from the American Marketing Association. 

Outside of the office, Megan enjoys visiting new breweries, spending time with her family and friends, and going for long walks outdoors. She currently resides in Feeding Hills, MA with her husband, Josh, and their fur baby, Zuul.

Shannon DeLorso brings 15 years of experience in finance and accounting to her position as Bookkeeper at Connecticut Wealth Management (CTWM). Shannon is responsible for recording and maintaining the company’s financial transactions for accounts payable, payroll, and daily financial entries and reconciliations. She assists the Controller in ensuring proper financial reporting for the company.

Prior to joining Connecticut Wealth Management, Shannon worked in a tax department for two Connecticut public accounting firms and in a finance department for a national advertising firm.

Education

Shannon graduated from Central Connecticut State University with a Bachelor of Arts degree in Psychology and a concentration in Sociology.

Affiliations & Commu nity Involvement

Shannon has worked for the Zoning and Planning Commissions in the town of Essex and was once on the Board of Directors for CDE Preschool. She is an active participant in her children’s extra-curricular activities.

Shannon loves listening to live music and enjoys activities in the outdoors. She also enjoys spending time with friends and family. She resides in Deep River with her two daughters, Madelyn and Jillian.

Tracy Hains joined Connecticut Wealth Management, LLC in the summer of 2021 as a Client Relations Specialist and brings close to 25 years of experience in the administrative field. Tracy is responsible for delivering a friendly, warm, and welcoming atmosphere for all of Connecticut Wealth Management’s guests. Her role at CTWM includes supporting a team of senior financial advisors and ensuring that clients receive exceptional service. She is responsible for executive scheduling and working with the team for client events.

Prior to joining Connecticut Wealth Management, Tracy worked at a local accounting firm as the Executive Administrative Assistant to the Chief Executive Officer.

Affiliations & Community Involvement

Tracy is involved in CTWM charitable efforts involving The Bridge, Hartford Youth Scholars, and United Negro College Fund (UNCF).

Tracy enjoys spending time at the beach, entertaining, reading, and hiking in the reservoir with her two dogs. She resides in West Hartford with her husband, Mike, and their two children, Mick and Jenna.

Robin Smith joins the CT Wealth Management as the Office and Building Manager, bringing over 25 years office management experience to the organization.   Robin has the ability to adapt to many different functions within the organization.  As Office Manager, Robin will be responsible for organizing and expanding on the office environment, as well as maintaining office equipment, working with vendors, and providing an exceptional client and team experience. 

As the Building Manager, Robin will assume the responsibilities of the maintaining the building, internally as well as overseeing the grounds.  

Prior to joining CT Wealth Management, Robin was the Executive Assistant to the President of a Stop Loss Insurance business, and previously managed the day-to-day operations of a small Industrial business with its three separate companies under one roof.   

Affiliations & Community Involvement

Robin resides in Plantsville and is currently the secretary of the Summer Ridge Condo Association.  Robin enjoys spending time with her (3) grandsons, friends & family.  In her quiet time, Robin enjoys nature, reading, and baking.