Niko Ford

Niko Ford joined the Connecticut Wealth Management (CTWM) team full-time in 2023 as an Analyst after previously completing his internship at the firm. He is responsible for assisting advisors in the development and implementation of comprehensive financial plans as well as providing exceptional service to clients. Education & Certifications Niko graduated Summa Cum Laude from the University of Rhode Island in 2023, with a Bachelor of Science in Business Administration with a focus in finance. He also minored in Sports […]

Rudolph Melk

Rudolph (Tripp) Melk joined Connecticut Wealth Management (CTWM) as an Analyst in July of 2023. In his role, he is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Prior to joining CTWM, Rudolph worked as an intern at Pine Valley Investments (PVI) in Marlton, New Jersey. At PVI, he was responsible for conducting research on investment strategies, assisting advisors in the development of financial plans, and preparing reports for client meetings. Education & Certifications Rudolph […]

Jo Ann Keller

Jo Ann Keller is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). She has an extensive background in financial planning, investment management, corporate banking, and commercial lending. Throughout her career, Jo Ann has always been passionate about connecting with individuals and families on a personal level to provide customized solutions that help them achieve their life’s goals and objectives. She delivers a high standard of service to her clients, often experienced in a family office environment, and is dedicated […]

Rachel Puleo

Rachel Puleo joined the Connecticut Wealth Management (CTWM) team in 2023 as a Client Service Specialist. She brings over 7 years of industry experience to her role at CTWM, working closely with a team of advisors to service client needs, including account maintenance and money transfers. Prior to CTWM, Rachel worked as a Client Relationship Manager for a wealth management firm located in Cheshire that focused on helping teachers plan for their retirement; she also oversaw the training of new […]

Jake Woznyk

Jake Woznyk joined the Connecticut Wealth Management (CTWM) team in 2023 as an Analyst after completing his internship with the firm. He is responsible for assisting advisors, developing financial plans, building relationships with clients, and providing exceptional service. Education & Certifications Jake graduated Cum Laude from Bentley University with a bachelor’s degree in finance and a concentration in financial planning. Jake also participated in the Financial Planning Association (FPA) case study challenge where he was tasked with building out a […]

Charles L. Olson, CFP®

Charles (Chip) Olson joins the Connecticut Wealth Management (CTWM) team with more than 35 years of experience in the financial services industry. Chip is passionate about this business and has extensive experience and knowledge in financial planning, investment management, and trusts & estates. Chip works with wealthy families, entrepreneurs, widows, business owners and nonprofit organizations to develop customized solutions to meet their goals and objectives. For Chip, his work is all about building deep and genuine relationships. He prides himself […]

Daniela Stringa

Daniela Stringa joined the Connecticut Wealth Management team in 2023. She brings over 15 years of administrative experience to her role as a Senior Client Service Specialist. Daniela assists in preparing for client meetings, opening and maintaining accounts, and ensuring that clients receive exceptional service. Daniela loves the dynamic of working with families and helping them plan for the protection of future generations. Prior to joining the CTWM team, Daniela worked as a Wealth Management Specialist for Wilmington Trust, a […]

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 […]