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 (2010-2019); 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 Analyst (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 (2010-2019); 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.}

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 Operating Officer he oversees the operations and 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 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 (2013-2019); 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 and holds the Certified Investment Management Analyst (CIMA®) designation, which is granted by the Investment Management Consultants Association in conjunction with the University of Pennsylvania’s Wharton School of Business. 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* (2012-2019); 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 (2015-2019); 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.}

Tyler Potts has more than 20 years of professional experience in the areas of financial planning, wealth management, and investment analysis. He works with high net worth individuals, families, professionals, and business owners. His dedication to his clients and their families sits as the cornerstone to his philosophy of holistic financial advice. Tyler applies a collaborative approach to financial planning on his clients’ behalf. He believes that client engagement is critical to sustainable success in wealth management, asset accumulation, and wealth preservation. His proven knowledge in the areas of investment, retirement, estate, business succession, and charitable planning have helped him develop strong relationships with his clients. 

Prior to joining Connecticut Wealth Management, Tyler was a Partner at Northstar Wealth Partners where, in addition to running his practice, he helped oversee operations for the firm’s Old Saybrook, CT location. He previously spent part of his career at both Essex Financial Services and Fidelity Investments.

Tyler has appeared on Fox Channel 61 in Hartford providing retirement planning advice and guidance. 

Education

Tyler graduated from Ithaca College with a Bachelor of Science from the Park School of Communications.

Affiliations & Community Involvement

Tyler actively gives back to the Old Saybrook community as a long-standing volunteer for local youth sports organizations. He has served as President of the Old Saybrook Soccer Club as well as a head coach in both soccer and lacrosse. Tyler has served on the Boards of both the Community Music School in Essex, CT and the Old Saybrook Racquet Club. 

In his spare time Tyler enjoys skiing, playing golf, and traveling with his family. Tyler lives with his wife and three children in Old Saybrook, CT.

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 Director of Volunteers for the Burlington Mobile Foodshare program.  He 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 enjoys downhill skiing, road biking and many other outdoor activities.  He resides in Burlington with his wife, Anne, and has three sons.

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, and a member of the Board of Overseers of the Bushnell. 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.}

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, LLC (CTWM).  Elizabeth’s role is to help high net worth clients identify goals and strategize how to achieve them through investing and tax and estate planning.  In addition, Elizabeth 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 (2015-2019); 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 Avon-Canton-Farmington Youth Ice Hockey and volunteering at their school.  She also served as a board member and Assistant Coach of Connecticut Sled Hockey and Vice President of Our Children's Center.  

Elizabeth resides in West Hartford with her husband, Dave, and their two sons.

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

Megan Trask, CFP^® is a Managing Advisor and Director of Investment Committee.  She works with clients to develop financial plans and implements their investment strategies to help clients work towards achieving their goals.  She has an interest in philanthropic planning, financial literacy with second generation clients, and socially responsible investing. 

Megan leads the Connecticut Wealth Management (CTWM) Investment Committee and is responsible for the development and implementation of the firm’s target investment portfolios.  She also oversees the firm’s retirement plans and participant education programs.

Prior to joining CTWM, Megan was a Senior Wealth Planner at Reynders, McVeigh Capital Management, LLC in Boston. Megan 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 & 2019); 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 joined the Connecticut Wealth Management team (CTWM) in 2018. Emily is chartered with providing a meaningful, comprehensive and client-centered financial planning experience for all initial planning engagements at CTWM. She is passionate about providing objective advice and proactive strategies that consider an individual’s entire financial picture.  Emily primarily serves individuals and families with complex financial backgrounds including business owners, real estate investors, and corporate professionals

Additionally, Emily directs the firm’s Financial Planning Committee, which collaboratively establishes and maintains planning solutions to turn client aspirations into financial realities. 

Prior to joining the CTWM team, Emily was a Financial Advisor at Asset Strategies, Inc. and was responsible for developing comprehensive financial plans, conducting investment research, tax planning and preparation. Emily primarily served individuals and families with complex financial backgrounds including business owners, real estate investors, and corporate professionals.

Education

Emily R. Wood earned a Bachelor of Science degree in Gender & Women’s Studies and International Studies from the Hollins University, in Roanoke, Virginia. She is 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 Connecticut Association of Human Services, and serves on the board of Advancing Connecticut Together.

Emily has been recognized by the National Association of Personal Financial Advisors (NAPFA) as their Genesis award member in 2016, an award that recognizes professional growth in fee-only financial planners under the age of 33.

A Virginia native, Emily now resides in New Hartford with her family. She is an outdoor enthusiast and yoga teacher.

Jennifer D. Barry, CFP^® is a Senior Financial 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, is 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, 2017-2019); 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 a member 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.  

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 kids, Gavin and Emmett, at their home in Suffield.  

Kailee Ostroski joined Connecticut Wealth Management (CTWM) in 2016. She oversees the day to day operations of the firm and is responsible for the continuing education and development of all CTWM team members. Additionally, Kailee works with clients to develop a deep understanding of their goals, values, and needs. She proactively develops relationships with clients to ensure they receive excellent service. 

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

Michael D. Fernandes is a 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

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. 

Dan Ballou is a 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 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.

Martha P. Hardison is a 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. She is currently pursuing her Certified Financial Planner certification (CFP^®).

Affiliations & Community Involvement

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

Ashley C. Smelser is a financial advisor at Connecticut Wealth Management (CTWM). She is responsible for helping advisors create financial plans and ensuring the plans are implemented and monitored.  Ashley’s hands on approach enables her to provide exceptional client service that has developed long lasting client relationships.

Ashley joined CTWM in 2020. Prior to that she worked at Northstar Wealth Partners as a Client Solutions Manager and for Prudential Securities as a licensed broker.

Education

Ashley C. Smelser graduated from the University of Mississippi with a Bachelor of Science in Psychology.

Affiliations & Community Involvement

Ashley is a Committee Member of the COVID-19  Task Force Recovery for the Town of Old Saybrook and Co-Chair of the Old Saybrook CARES Fundraising Committee, which helps benefit individuals negatively impacted by COVID-19.  In addition, she is a Committee Member of the Small Business and Employment for the Town of Old Saybrook. 

In her spare time Ashley enjoys tennis, biking, reading and community involvement. Originally from Minden, Louisiana, Ashley now resides in Old Saybrook with her 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.

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. 

Patrick J. McHale joined Connecticut Wealth Management as an Associate Financial Adviser in 2020. He strives to deliver outstanding service to clients. Patrick assists in preparing for client meetings, works with the team to place trades and ensures clients receive exceptional service. 

Education

Patrick graduated Cum Laude from Providence College School of Business with a bachelor’s degree in Finance. While at Providence, Patrick was a member of the Finance Society, as well as the club baseball team. In addition, he worked as a referee for various intramural sports. 

Affiliations & Community Involvement

Patrick is a resident of West Hartford, Connecticut. He has a passion for all different kinds of sports. He enjoys golfing and skiing and maintains a close relationship with Wampanoag Country Club. He enjoys spending time with family and friends and vacations in Groton Long Point, Connecticut every summer. 

Richard (Rick) Persechino is an Associate Financial Advisor at Connecticut Wealth Management, LLC (CTWM). He is responsible for delivering exceptional client service and assisting advisors with creating financial plans and implementing portfolio strategies.

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. 

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.

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 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.

Beth Devino brings close to 20 years of experience in finance, corporate accounting, and auditing to her position as a planning analyst at Connecticut Wealth Management (CTWM). Beth works with the entire CTWM team and is responsible for gathering, entering, and analyzing the data in the development of a client’s financial plan.

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. She is a Certified Public Accountant who is currently pursuing a Personal Financial Specialist credential.

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. Beth is also involved with various charities in the Greater Waterbury area including monthly meal preparation at Saint Vincent De Paul Mission.

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

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.

Lorraine Halibozek brings over 30 years of experience in finance, corporate accounting, and auditing to her position as Controller at Connecticut Wealth Management (CTWM). Lorraine is responsible for planning and coordinating all accounting operational functions at CTWM.  She prepares and produces all periodic financial reports, maintains adequate system of accounting records and a comprehensive set of controls and budgets to mitigate risk and enhance accuracy of the company’s financial reports. Lorraine also ensures that reported results comply with accepted accounting principles.

Prior to joining CTWM, Lorraine was a Controller at a local medical services provider. In addition, Lorraine spent several years at CohnReznick, LLP where she supervised the coordination of the merger of the Kostin Ruffkess Farmington Private Customer Services Group into JH Cohn LLP accounting and Advisory Group.  She has worked in public accounting for many years for several nationally recognized companies and local accounting firms.

Education

Lorraine majored in accounting and 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).  Lorraine has extensive tax expertise and takes continuing education courses in accounting, tax, computer, and consulting areas to stay abreast of changing tax laws. 

Affiliations & Community Involvement

Lorraine Halibozek is a member of the American Institute of Certified Public Accountants (AICPA), as well as a member of Connecticut Society of Certified Public Accountants (CSCPA).

Lorraine enjoys yoga, cycling, golfing, and spending time entertaining friends and family at her home. She and her husband, Pete, reside in Florida during the fall and winter months.  

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 Marvasti 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.

Cheryl Mikullitz brings over 20 years of experience to her position as a Client Service Specialist at Connecticut Wealth Management, LLC. Cheryl works with a team of advisors to provide account administration and exceptional client service.  She also has administrative responsibilities within the Operations Department.

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.
 

Krystal S. Chambers joined Connecticut Wealth Management, LLC in 2015 as a Leader of First Impressions. Krystal is responsible for delivering a friendly, warm and welcoming atmosphere for all of Connecticut Wealth Management’s guests. Her role at CTWM also includes supporting a team of senior financial advisors and helping with their client relationships. Krystal assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service.

Prior to joining the Connecticut Wealth Management team, Krystal was a Personal Banker at Bank of America in West Hartford, Connecticut.

Education

Krystal attends Central Connecticut State University where she is pursuing a degree in psychology. Krystal attended St. Hugh’s High School for Girls in Kingston, Jamaica.

Affiliations & Community Involvement

Krystal was a member of the Interact Club of St. Hugh’s High School. While a member, Krystal had the opportunity to attend the International Interact Club Conference in Canada. She also mentored students within the Interact program to help build their leadership skills.

In addition, Krystal has practiced Shotokan Karate and holds a Bassai-Dai belt Kyu 2. She enjoys reading and traveling and resides in West Hartford with her pit bull, Irie.