Sabrina Behboudi

Sabrina Behboudi joined the Connecticut Wealth Management (CTWM) team in 2024 as an Analyst. In her role, Sabrina is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Education Sabrina graduated from the University of Connecticut School of Business with a Bachelor of Science degree and a major in Finance. Affiliations and Community Involvement While at UConn, Sabrina served as a lead manager in the Opportunity Fund Project, a student-led investment management program. Sabrina was tasked […]

Sarah Scheide, CRPC®

Sarah Scheide is the Client Service Manager at Connecticut Wealth Management (CTWM). With 10 years of experience in the financial services industry, she leads the firm’s client service team, overseeing service standards, developing teammates, and striving to deliver a consistent, high-quality experience for every client. Sarah works closely with advisors and firm leadership to strengthen collaboration across teams and continuously enhance the client experience. She is passionate about mentoring teammates, fostering professional growth, and creating opportunities for them to take […]

Jack Rose, CFP®

Jack Rose joined the Connecticut Wealth Management (CTWM) team as an Analyst in January of 2024 after completing his internship with the firm. As an Analyst, Jack is responsible for assisting advisors in developing financial plans and providing exceptional service to clients. Education Jack graduated Summa Cum Laude from the University of Hartford (UHart) in 2024, with a Bachelor of Science in Business Administration with a major in Finance. While at UHart, he was a member of Alpha Lambda Delta […]

Rachel Jase

Rachel Jase brings 16 years of customer service experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management (CTWM). Prior to CTWM, Rachel worked in tax preparation as an administrator and staff accountant at a local accounting and advisory firm. Her strong personal relationships with clients helped to meet their tax planning and financial goals, a skillset that enhances the high level of service she provides to clients at CTWM. Education & Certifications Rachel graduated from […]

Katelyn Marien

Katelyn Marien joins Connecticut Wealth Management (CTWM) as a Client Service Specialist, bringing with her experience in the financial services industry as well as leadership experience. Most recently, Katelyn worked as a Relationship Banker at M&T Bank, where she ensured that all client financial needs were met in a timely and thorough manner. During a recent merger, Katelyn served as the team’s conversion captain, where she traveled to an existing M&T branch and trained for a week before bringing back […]

Jo Ann Keller

Jo Ann Keller is a Senior Relationship Manager 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 […]

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 Senior 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 […]