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Rudolph Melk

Rudolph (Tripp) Melk joined Connecticut Wealth Management (CTWM) in July of 2023. In his role as Financial Advisor, 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, CFP®

Jake Woznyk joined the Connecticut Wealth Management (CTWM) team in 2023 after completing his internship with the firm. As a Financial Advisor, 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 […]

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 […]

E. Patrick Logue, CPA

E. Patrick Logue has more than 25 years of broad-based experience in the financial services industry. He works with high-net-worth individuals and their families to provide individualized wealth management and investment strategies, specializing in estate planning and tax planning for small business owners. At the core of his work, it’s about the people, which is why Patrick prides himself on building genuine relationships with his clients in order to help them achieve their goals. Prior to joining Connecticut Wealth Management […]

Alex Romejko, CFP®

Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023. In his role as Financial Advisor, 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 CRM […]

Jessica Pedrolini

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 […]

Sarah C. Rioux, CFP®

Sarah Rioux joined the Connecticut Wealth Management team full-time in 2022 after successfully completing the CTWM internship program. As a Financial Advisor, she focuses 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. Sarah is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.   AFFILIATIONS & COMMUNITY INVOLVEMENT While at the University […]