Medha Arora joined the Connecticut Wealth Management (CTWM) team as a Client Service Associate in June 2026, where she brings over 5 years of experience in customer service and record-keeping. In her role, Medha helps prepare for client meetings and provide high-quality customer service. Prior to her position at CTWM, Medha was involved in multiple non-profit and volunteer organizations, especially surrounding mental health and social justice, such as South Asian Mental Health Awareness. Education & Certifications Medha graduated from the […]

Leo serves as a Client Service Specialist at Connecticut Wealth Management (CTWM), where he combines a client-focused mindset with operational excellence. With more than a decade of experience in person-centered roles, he is dedicated to delivering individualized support, fostering meaningful relationships, and helping clients navigate their financial aspirations with confidence. Leo’s thoughtful, collaborative approach enables him to provide personalized service while supporting advisory teams in delivering a high-quality client experience. Before joining CTWM, Leo held a career in higher education, […]

Justin Kelsey joined the Connecticut Wealth Management (CTWM) team as a Client Service Associate in June 2026. In his role, Justin is responsible for supporting advisory teams, aiding in account setup, and providing personalized customer service. Prior to joining CTWM, Justin worked at Fidelity Investments as a Customer Relationship Advocate. Education & Certifications Justin earned a Bachelor of Science in Finance from the University of Rhode Island (URI), where he graduated Magna Cum Laude in 2025. He also studied abroad […]

As a Client Service Specialist with Connecticut Wealth Management (CTWM), Katie Jones plays an essential role in preparing for client meetings, managing account openings and maintenance, and ensuring every client receives thoughtful and attentive support. Katie’s commitment to exceptional service helps create confidence and ease for clients as they navigate their financial journey. Before joining CTWM, Katie spent a decade in human resources, building strong partnerships with hiring managers and prospective candidates and refining her ability to foster positive professional […]

Jennifer Vincenzo is a Client Service Specialist at Connecticut Wealth Management (CTWM). Jen began her career as an attorney, practicing in family, estate planning, and probate law. She brings a deep understanding of legal frameworks to her work, and is passionate about building relationships with clients and colleagues while striving to provide peace of mind in managing assets and planning for the future. Education & Certifications Jen graduated Magna Cum Laude from the University of Connecticut (UConn) with a bachelor’s […]

Kyle Fontaine serves as a Client Service Specialist at Connecticut Wealth Management (CTWM), bringing four years of industry and client relationship experience to the team. In his role, Kyle supports clients and advisors by striving to provide exceptional service. Prior to joining CTWM, Kyle worked as a Project Manager and Platform Specialist at a local TAMP advisory firm. There, he gained hands-on experience in the RIA space and developed a strong foundation in advisor support, technology platforms, and service-driven relationship […]