Jessica Heyse

Jessica joined the Connecticut Wealth Management (CTWM) team in 2022 as a Client Service Specialist. She brings four years of administrative experience with a focus in client relations and business development to the CTWM team. Prior to joining CTWM, Jessica served as a Mortgage Loan Processor & Business Development Coordinator where she built strong relationships with her clients, bringing a personal touch to every interaction. She also has experience as a real estate agent. Education In 2018, Jessica graduated with […]

Taylor King, CFP®

Taylor joined the financial planning industry to combine two of her keenest interests: the art of human connection and the science of solving problems using logic and numbers. With a decade of experience under her belt, Taylor is thoroughly familiar with holistic financial planning and wealth management. This comprehensive knowledge, combined with her love of math, helps Taylor break down complex financial concepts into relatable language for her clients. She prides herself on her approachable and empathetic demeanor, fostering a […]

Nicholas Renzi

Nick Renzi joined the Connecticut Wealth Management team in August of 2022 as an Analyst. He is responsible for assisting advisors in providing exceptional service to clients as well as developing and implementing comprehensive financial plans. Prior to joining CTWM Nick worked at iRobot developing the autonomous lawnmower. He then moved to New York City to help run his family’s real estate, construction, and tile businesses. Nick holds a Real Estate Salesperson License in the state of New York. EDUCATION […]

Nick Good

As an Analyst, Nick is responsible for assisting advisors in providing exceptional service to clients, as well as developing and implementing comprehensive financial plans. EDUCATION Nick graduated Magna Cum Laude from the University of Connecticut (UConn) in 2022, with a Bachelor of Science in Finance and a minor in Real Estate. AFFILIATIONS & COMMUNITY INVOLVEMENT While at the UConn, Nick was a member of various finance organizations including Student Managed Fund, where he managed a 1-million-dollar endowment fund and had […]

Sarah C. Rioux

Sarah Rioux joined the Connecticut Wealth Management team full-time in 2022 as an Analyst after successfully completing the CTWM internship program. She will focus on assisting advisors in developing financial plans, implementing portfolio strategies, and providing exceptional service to clients. EDUCATION Sarah graduated from the University of Connecticut with a degree in Finance, specializing in Valuation and Portfolio Management. She minored in Real Estate. AFFILIATIONS & COMMUNITY INVOLVEMENT While at the University of Connecticut, Sarah was a member of Gamma […]

Danielle Tata

Danielle Tata joined the Connecticut Wealth Management team in 2022 as a Client Service Specialist. Danielle assists in preparing for client meetings, opening and maintaining accounts and ensuring clients receive exceptional service.    Most recently, Danielle worked at Fiduciary Trust International as a Relationship Associate where she was the primary contact for the day-to-day needs of the firm’s high-net-worth clients. EDUCATION Danielle earned her Bachelor of Science from Sacred Heart University in 2018 with a double major in Finance and […]

Zach Bylykbashi

Zach Bylykbashi joined the Connecticut Wealth Management (CTWM) team in 2022 as an analyst with just over three years of industry experience. He is responsible for assisting advisors in providing exceptional service to clients as well as developing and implementing comprehensive financial plans.   Prior to joining CTWM, Zach was a Wealth Advisor at Egidio Assante Lennon Wealth Management. He was responsible for building and presenting financial plans to clients as well as managing his clients’ investment portfolios. Education Zach […]

Miguel Carneiro, CFP®

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over five years of industry experience. He will focus on collaborating with advisors to develop financial plans for clients and developing forecast scenarios to stress-test individual plans over time. Prior to joining CTWM, Miguel worked for Fidelity Investments as a planning consultant, where he collaborated with advisors and clients on developing and maintaining financial plans. Education Miguel graduated from Southern New Hampshire University with a bachelor’s degree in International Business. […]

William Horigan

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, and Accounting Association and participated in the 2018 Michael Smith Ethics Case Competition. Affiliations & […]

Walker Lohrey

Walker Lohrey joined Connecticut Wealth Management (CTWM) as an Analyst in 2022. He is responsible for assisting advisors in the development of comprehensive financial plans and preparing for client meetings. Prior to joining CTWM, Walker served as a group sales representative for life and disability insurance products with Cigna and New York Life. Education Walker graduated from the University of Connecticut (UConn) in 2017 with a bachelor’s degree in Economics. Affiliation & Community Involvement Walker is an avid golfer. He […]