Kevin C. Leahy has over 25 years of professional experience in wealth management, financial planning and taxation. He provides comprehensive personal financial and estate planning services. Kevin works with business owners, corporate executives, medical and dental professionals, and other individuals with complex financial affairs.

He founded Connecticut Wealth Management in 2010 and has been instrumental in developing the Connecticut Wealth Management 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.  

Affiliations & 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 and on the Investment Committee of the Middlesex YMCA. 

He is a past board member of the Estate and Business Planning Council of Hartford and has been a board member of the Rushford Center and served on their Quality and Credentialing Committee.  In addition, Kevin was a member of the Professional Advisory Committee of the Hartford Foundation for Public Giving, the American Institute of Certified Public Accountants, and the Middlesex County Chamber of Commerce. 

He is a devoted supporter of the Bridge Family Center, the Connecticut Forum, Hartford Habitat for Humanity, Hartford Youth Scholars 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, daughter and nephew.

^{* 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, doctors, business owners, families, and non-profit organizations. His experience includes working for local, regional and international firms including Fidelity Investments and St. Germain Investment Management.

Denis is a partner and one of the founders of Connecticut Wealth Management and is part of the financial advisory team.  In addition to his role as Advisor, Denis works with the client service team ensuring that all CTWM 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 and the Connecticut Public Pension Forum about investment strategies, estate planning and other issues relating to wealth management.  Denis’s recognized expertise has resulted in numerous guest appearances on NBC Connecticut, Fox61 and WTNH News 8.  He has been quoted by The Wall Street Journal, The New York Times, Hartford Business Journal, Investment News, thestreet.com and other prestigious publications, and often contributes financial articles to various local papers.

Education

Denis graduated from Siena College with a degree in Sociology. He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee.

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. Denis is a volunteer with the Hartford Area Habitat for Humanity. He is a past member of the board of directors of the Estate & Business Planning Council of Hartford. In addition, he has served on the board of directors of Simsbury’s A Better Chance organization and was also a member of the Investment Committee for the Harriett Beecher Stowe Center.

Denis has been recognized as one of the top advisors by Medical Economics (2011-2017) and a Five Star Wealth Manager* by Crescendo Business Services (2010-2019); the elite list appearing annually in Connecticut Magazine.  Denis was also selected as one of the "40 under Forty" by the Hartford Business Journal (2007). 
 
Denis’s community involvement includes coaching the boys and girls rugby team at Simsbury High School, a program that he was a founder of in 2007.  Mr. Horrigan coached the University of Hartford Rugby Club from 2001 – 2007.  He was on the board of the Connecticut Rugby Union, which oversees the growth of all youth rugby in Connecticut. Denis has coached many sports at the youth, high school and collegiate level. 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 works with high net worth individuals, business owners and senior executives with a specialty in financial, estate and tax planning. Michael has more than 30 years of professional experience in the areas of wealth management and estate planning.   

Prior to joining Connecticut Wealth Management Michael was the Managing Director of Filomeno Wealth Management, LLC and specialized in planning for high net worth individuals and senior executives.

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 15 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 joined Connecticut Wealth Management, LLC in 2011 and was named Partner in 2017.  In addition to Jarrett’s role with clients, he also oversees all aspects of the client experience, including financial planning, client service, and the CTWM Investment Committee.
Prior to joining the Connecticut Wealth Management team, Jarrett spent eight years at Convergent Wealth Advisors, a large Registered Investment Advisor in the Washington, D.C. area. 

Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and twice in 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, Investor’s Business Daily, Financial Planning, and The Hartford Courant. Jarrett has also made several public speaking appearances 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. In 2013 Jarrett was recognized by Connecticut Magazine as they included him in their annual 40 Under 40 class, while the Hartford Business Journal selected Jarrett to the same honor for their class of 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 Oak Hill Foundation, is the chairman of the Seminar Committee for the Estate and Business Planning Council of Hartford, runs the Endowment Committee for the Hartford Tennis Club in West Hartford, and is a committee member for the Greater Hartford chapter of the Amherst College Alumni Network. 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.}

Bichop J. Nawrot has more than 40 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Mr. Nawrot 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, an investment advisory company in Bloomfield, CT offering comprehensive financial planning services to individuals, corporations, and institutions.  Bichop’s primary responsibility was the investment management of client portfolios. 

In addition, 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 wife Linda 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. 

In addition, 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.

Professional Affiliations and Community Involvement

Claudia has served on the Professional Advisory Committee for the Hartford Foundation for Public Giving and as a crew leader for the 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.}

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. With a strong background in financial planning and investment management Kathy is uniquely qualified to provide wealth management services to high net worth clients with complex financial affairs. She finds it rewarding to assist clients in charting and navigating their financial futures. In addition, Kathy oversees the firm’s Charitable Outreach Committee and serves on the Investment Committee, which determines the firm’s portfolio allocation goals and selects the specific funds utilized.

Prior to joining Connecticut Wealth Management Kathy was a financial advisor at Filomeno Wealth Management, LLC where she provided investment, tax and financial advice to clients. She also advanced through numerous leadership roles in Cigna’s divisions as a member and graduate of Cigna’s respected Financial Development Program (FDP). These positions included Director and Controller of CIGNA Dental Health, Assistant Director of CIGNA HealthCare financial reporting, Assistant Director of CIGNA Investment Real Estate and Manager of CIGNA HealthCare Sales. Kathy also spent four years in public accounting at Deloitte and Touche.

Kathy has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2015-2019); the elite list appearing annually in Connecticut Magazine. Kathy has also 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). 

Kathy is extremely committed to the Bridge Family Center in West Hartford, CT, and sits on their Board of Directors, chairs the Development Committee and serves on the Bridge Children’s Charity Ball Committee. The Bridge’s $8 million annual budget provides a broad range of services for children and families throughout the Greater Hartford area to foster the courage and strength to meet life’s challenges and build fulfilling lives. Kathy is a member of the Connecticut Women’s Council, a diverse group of professional and executive women who are leaders in the community. She is also a member of the Hartford Estate and Business Planning Council, an association of professionals who specialize in estate and financial planning. 

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.

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.  Elizabeth’s role is to help high net worth clients identify goals and strategize how to achieve them through investing, tax and estate planning.  In addition, Elizabeth is part of the Investment Committee.  

Prior to joining Connecticut Wealth Management, Elizabeth was a trusted advisor at Filomeno Wealth Management, LLC for over 10 years where she worked with high net worth clients, advising them on their investments and taxes.  In addition, Elizabeth was employed by Brown & Brown, LLP in Boston as a supervisor in their individual tax and financial planning group, specializing in issues for high net worth clients.  She also served as a personal financial advisor to the former U.S. Ambassador to Austria and worked as a public accountant for Deloitte and Touche in Boston.

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

Education

Elizabeth graduated from Elkin B. McCallum School of Business at Bentley College, earning a Master of Science in Personal Financial Planning and she 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 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 previously 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^® Managing Advisor, joined Connecticut Wealth Management in 2017.  She assists clients in determining financial goals and develops plans to help reach them. Megan is responsible for implementing investment strategy based on each client’s needs. She has a particular interest in philanthropic planning, financial literacy with second generation clients, and socially responsible investing. Megan directs the CTWM Investment Committee and is responsible for the development and implementation of the firm’s target investment portfolios. She gathers insights from an array of industry thought leaders, analyst research platforms, and reporting tools. Megan also oversees the firm’s retirement plans and participant education programs where she presents to audiences across a wide range of industries.

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.

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 community outreach efforts with Habitat for Humanity.

In addition, Megan 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 and German Shepherd. 

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

Jennifer D. Barry, CFP^® is a Senior Financial Advisor at Connecticut Wealth Management. 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 taken into account.

Jennifer is also a member of the CTWM Investment Committee.  

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

Education

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

Professional Affiliations and Community Involvement

Jennifer is on the Advisory Board of the Franciscan Home Care & Hospice Life Center and is a member of the Estate & Business Planning Council of Hartford. She is a member of the Connecticut Financial Planning Association (FPA) and was the Coordinator of the FPA’s High School Financial Planning Program. She 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, 2018 & 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.}

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 personal 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.

John J. Shanley, CFP^® joined Connecticut Wealth Management (CTWM) in 2019.  He works with clients to develop 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. 

Professional Affiliations and 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.  

Michael D. Fernandes has over 8 years of experience in financial planning. He enjoys creating long lasting relationships with clients and having a deep understanding of what is truly important to each of 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 where he spent the next six years. While at Fidelity, he worked with high net worth clients to formulate retirement plans and investment strategies to help them achieve their various financial goals.

Education

Mike D. Fernandes 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.

Affiliantion & 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 was awarded the university’s “Outstanding Male Senior Scholar Athlete” in 2011. Mike continued his passion for basketball after graduating by playing in several men’s leagues in the Boston area, as well as coaching 5th and 6th grade youth travel teams in Wellesley, MA.

Originally from Granby, MA, Mike and his fiancée, 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 primarily responsible for assisting advisors with creating financial plans and implementing portfolio strategies. He is also responsible for supporting 401(k) seminars and presentations—where his strong ability to translate complex terminology into digestible content is particularly helpful for CTWM clients. 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 most recent 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.

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 most recent 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.  

Professional Affiliations and Community Involvement

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

Martha P. Hardison joined Connecticut Wealth Management, LLC in 2016 as a Financial Planner where she works with high net worth clients to create individualized and comprehensive financial plans that keeps in mind their needs, goals and priorities. She is a member of the CTWM Financial Planning Team and Investment Planning Committee.

Prior to joining Connecticut Wealth Management Martha was a Financial Center Manager at Bank of America in West Hartford, CT and most recently a Store Manager II at TD Bank in Plantsville, CT.

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^®).

Affiliantion & Community Involvement

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

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.

Additionally, Emily is chairman of 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.

Professional Affiliations and Community Involvement

Outside of CTWM, Emily is Board Member of the Connecticut Association of Human Services. She was recently recognized by the organization as a Volunteer of the Year for “going above and beyond” in her work as a pro-bono financial coach and financial literacy workshop facilitator. Emily also volunteers for Savvy Ladies, providing financial education and resources for women. 

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.

Labib Fasihuddin joined Connecticut Wealth Management in 2017. He focuses on delivering exceptional client servicing through the development of financial plans and portfolio strategies for CTWM's 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.

Professional Affiliations and Community Involvement

Labib is a member of the UConn Hartford Alumni Network and the MetroHartford Alliance ‘Hartford Young Professionals & Entrepreneurs’ (HYPE) network. Outside of his professional affiliations, Labib is a member and volunteer of the Bangladeshi American Association of Connecticut (BAAC).

William P. Horigan joined Connecticut Wealth Management in 2017 as an intern and as an Associate Financial Advisor in 2019. He focuses on providing exceptional service to CTWM clients and assists the CTWM advisors with creating financial plans and implementing portfolio strategies.

Education

Will graduated from the Providence College School of Business with Cum Laude honors and 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.

Professional Affiliations and Community Involvement

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

Tanya C. D’Addio joined Connecticut Wealth Management in 2010. She has more than 20 years of experience in the areas of office operations, marketing and wealth management. Tanya’s role at Connecticut Wealth Management, LLC involves maintaining and developing a professional, fun, and energized environment within CTWM that promotes positive and professional relationships amongst CTWM team members as well as clients.

As a member of the Marketing Committee, Tanya is also instrumental in the firm’s marketing efforts. She is responsible for collaborating with a marketing firm to develop and implement marketing strategies, communications, and tactics both internally and externally.

Education

Tanya graduated from Quinnipiac University with a Bachelor’s Degree in Legal Studies.

Affiliations & Community Involvement

Tanya is actively involved in local community organizations including the Cheshire Community Theater, Cheshire PTA and the American Cancer Society. She was a founding member of the Connecticut Wealth Management Think Pink program, a program focused on educating women about breast cancer.  

She resides in Cheshire with her husband, Ed and their two children.

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

Prior to joining Connecticut Wealth Management, LLC Kimberly was an Investment Administrator at Filomeno Wealth Management, LLC.  Her previous work experience also included 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.  

Professional Affiliations and Community Involvement

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

Daria Marvasti joined Connecticut Wealth Management in 2017 as a Client Services Associate.  Daria works with a team of advisors to provide account administration and excellent client service. Daria assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service.  In addition, Daria has recently become involved in the firms Human Resources department. 

Education

Daria graduated from the University of Saint Joseph with a Bachelor’s 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. 

Professional Affiliations and Community Involvement

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

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

Melissa is also 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 and has over 20 years of customer service experience.

Professional Affiliations and 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.

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.

Cheryl Mikullitz brings over 20 years of experience to her position as a Client Services 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.

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.

Know-How

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.

Outside The Office

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.