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 […]

Lauren DellaFera

Lauren DellaFera brings over 10 years of administrative experience to her role as a Senior Client Service Specialist for Connecticut Wealth Management. Lauren works closely with her advisory team to provide exceptional service and to ensure that all client needs are fulfilled. She facilitates the onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis. Lauren also serves as the leader of the Client Service Specialist team, acting as the liaison between the department and […]

John Shanley, CFP®

John Shanley, CFP® joined Connecticut Wealth Management (CTWM) in 2019. As a Managing Advisor, John leads a team of advisors and service specialists in ensuring that all clients receive personalized attention and that they are serviced to the highest standards. John develops individualized wealth plans while offering proactive solutions and strategies to ensure that the plan’s efficiency is maximized. John serves as the Assistant Director of CTWM’s Investment Committee and is responsible for implementing firmwide portfolio strategies and finding innovative […]