Kevin Briganti, CFP®

Kevin Briganti joined the Connecticut Wealth Management team in 2020. In his role as a Financial Advisor, he develops comprehensive financial plans and investment strategies for his clients while providing exceptional client service. Education & Certifications Kevin graduated from the University of Connecticut in 2016 with a bachelor’s degree in Economics. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. Affiliations & Community Involvement Kevin has a passion for ice hockey. He is currently an on-ice official in the American Hockey […]

Kathleen Christensen, CPA/PFS, CDFA®

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs. Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at […]

Jennifer Barry, CFP®

Jennifer D. Barry, CFP® is a Managing Advisor at Connecticut Wealth Management, LLC (CTWM). For more than 25 years, Jennifer has been creating comprehensive financial plans and investment strategies to support her clients’ objectives. Jennifer works as a team with her clients’ multi-generational family members and professionals to ensure all aspects of clients’ plans are considered. Jennifer is a member of the CTWM Investment Committee and Charitable Outreach Committee. Prior to joining CTWM, Jennifer was a Financial Planner and Investment Advisor Representative […]

Jenna Isleib, CFP®

Jenna Isleib, CFP® joined the Connecticut Wealth Management team full-time in 2021 after completing the CTWM internship program. As a Financial Advisor, she focuses on developing financial plans, implementing portfolio strategies, and providing exceptional service to clients. She also heads CTWM’s internship program, which has developed into a top-tier financial services internship within the Greater Hartford region. Education Jenna graduated from the University of Connecticut in 2021 with a Bachelor’s degree in Communications. She minored in Entrepreneurship and specialized in […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 20 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs.  Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor’s Business Daily.  He is frequently asked to […]

Dan Ballou, CFP®

Dan Ballou is a Managing Advisor at Connecticut Wealth Management (CTWM). In his role, he leads a small advisory team in providing exceptional client service. Dan primarily focuses on developing comprehensive financial plans and investment strategies for multifaceted clients, including business owners, executives, and high-net-worth individuals approaching retirement. His passion for the industry is in helping people to better understand how their financial wellness impacts their life’s dreams and how a well-laid-out plan can help them achieve their goals, whether […]

Cyndy Borenstein

Cyndy Borenstein brings over 20 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC.  Cyndy works with a team of advisors to provide exceptional and timely client service.  Prior to joining Connecticut Wealth Management, Cyndy was the Chief Administrative Assistant for New England Capital Planners. Education Cyndy is a graduate of Bay Path Junior College. Affiliations & Community Involvement In her free time, she enjoys traveling and entertaining family and friends […]

Christopher Winkel, CFP®

Christopher Winkel, CFP® joined the Connecticut Wealth Management team in 2021. As a Financial Advisor, he is responsible for providing exceptional service to clients as well as developing and implementing a comprehensive financial plan and investment strategy. Chris also serves as a member of the CTWM Investment Committee. Education Chris graduated Cum Laude from the University of Connecticut with a Bachelor of Science degree in Finance. He also holds a Master of Financial Risk Management degree from the University of […]

Ashley Fleming

Ashley Fleming brings 10 years of administrative and project experience to her position as a Client Service Specialist at Connecticut Wealth Management most recently working in education and school counseling. Ashley assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service.  Prior to joining Connecticut Wealth Management, Ashley worked at Wilbraham Middle School as a school counselor and also spent several years as an Assistant Director of Admissions and the Coordinator of Transfer […]

Megan Trask, CFP®

Megan Trask, CFP® joined the Connecticut Wealth Management (CTWM) team in 2016. Megan has been a major contributor to the development of the firm’s unique investment approach that helps clients align their financial goals with their portfolios. She builds meaningful and lasting relationships with her clients, which includes business owners and executives, and currently manages the largest portion of the firm’s client assets. As Director of CTWM’s Investment Committee, Megan is responsible for the development and implementation of the firm’s target […]