Jenna Isleib, CFP®

Jenna Isleib, CFP® joined Connecticut Wealth Management (CTWM) in 2021 after completing the firm’s internship program. As a Financial Advisor, she develops personalized financial plans, implements portfolio strategies, and strives to deliver exceptional client service. With a passion for behavioral finance, Jenna focuses on how emotions and decision-making influence financial outcomes. She is committed to improving financial literacy so clients can feel confident and focus on achieving their aspirations. She also serves on CTWM’s Financial Planning Committee and previously managed […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 22 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 Senior 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 […]

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 […]

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 […]