Kelly McDaniel

Kelly McDaniel serves as Director of Business Owner Services at Connecticut Wealth Management (CTWM), where she partners with business owners to strengthen one of the most critical drivers of long-term success: their people. She works closely with clients on leadership development, executive coaching, talent strategy, and organizational effectiveness, helping them build effective teams, navigate growth, and prepare for future transitions. Her work connects the health of a business with the personal and financial goals of its owner, supporting more thoughtful […]

Denis M. Horrigan, CFP®, CEPA

With over 35 years of experience in financial services, Denis M. Horrigan works closely with individuals, families, and especially business owners navigating the complexities of growth, transition, and succession. As a business owner himself, he co-founded Connecticut Wealth Management (CTWM) and continues to bring a deep understanding of what it takes to build, scale, and sustain an organization. Denis is passionate about guiding other business owners through critical decisions while keeping their personal and professional goals aligned. Additionally, Denis serves […]

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 […]

Patrick Sullivan, CFP®, CM&AA®

Patrick Sullivan joined the Connecticut Wealth Management Team in Fall 2021 and works alongside the CTWM financial planning team. Patrick is responsible for collaborating with the CTWM team to provide thoughtful and comprehensive financial plans for initial planning engagements. He is driven to accomplish client’s long-term financial goals by using proactive and analytical strategies. Prior to joining Connecticut Wealth Management, Patrick was a Tax and Financial Advisor at Asset Strategies, Inc. He was responsible for tax preparation and tax planning […]

Kevin C. Leahy, CFP®, CPA

Kevin C. Leahy founded Connecticut Wealth Management (CTWM) in 2010 and has been instrumental in leading the development of the firm. As CEO, Kevin is responsible for defining the firm’s overall vision, inclusive of its mission statement, guiding principles, and core values. A champion of workplace culture, Kevin’s efforts have resulted in CTWM being recognized as HBJ’s #1 Best Place to Work in Connecticut for three consecutive years, with appearances on the list for the past seven years. Under Kevin’s […]