Goldy Singh

Goldy Singh joined Connecticut Wealth Management (CTWM) in 2023 as a Client Service Specialist. With a strong background in IT and customer service, Goldy works to ensure that clients receive exceptional service by addressing their inquiries and concerns promptly and providing them with regular updates on their accounts. In her role, Goldy assists in various tasks related to client management such as preparing for client meetings, opening and maintaining client accounts, and ensuring that all necessary paperwork is completed accurately […]

Brendan Fitzgerald, CFP®

Brendan Fitzgerald is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He joins the team with over a decade of industry experience, specializing in helping clients who are retired plan for the next chapter of their lives. Brendan finds pride in creating a safe space to broach difficult subjects with his clients that ultimately helps them to move forward and to live out their retirement comfortably. Before joining CTWM, Brendan served as Investment Operations Manager and a Financial Advisor […]

Alex Romejko

Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023 as a Financial Analyst. In his role, he works closely with advisors on the development of personalized financial plans and investment strategies, while building lasting relationships with clients. Prior to CTWM, Alex worked for New England Guild Wealth Advisors (the “Guild”) where he assisted advisors in all aspects of servicing their clients. Before joining the Guild full-time, he was an intern tasked with the implementation of a […]

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 […]