Jessica Heyse

Jessica joined the Connecticut Wealth Management (CTWM) team in 2022 as a 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 with […]

Danielle Tata

Danielle Tata joined the Connecticut Wealth Management team in 2022 as a Client Service Specialist. Danielle assists in preparing for client meetings, opening and maintaining accounts and ensuring clients receive exceptional service.    Most recently, Danielle worked at Fiduciary Trust International as a Relationship Associate where she was the primary contact for the day-to-day needs of the firm’s high-net-worth clients. EDUCATION Danielle earned her Bachelor of Science from Sacred Heart University in 2018 with a double major in Finance and […]

Meredith Pickett

Meredith Pickett brings over 14 years of financial planning, client service, and administrative experience to her position as a Client Service Specialist at Connecticut Wealth Management (CTWM). Meredith works with a team of financial advisors, helping them to prepare for client meetings and open/maintain accounts all while ensuring that clients receive exceptional service. Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with American […]

Melissa Frechette

Melissa Frechette joined Connecticut Wealth Management (CTWM) in 2019 and has over 20 years of customer service experience.  Melissa works with a team of advisors to provide account administration support. Melissa assists in preparing for client meetings, opening accounts, and ensuring clients receive exceptional service.   In addition, Melissa is responsible for guiding Connecticut Wealth Management’s compliance efforts and assisting in establishing policies and procedures for regulatory development within the firm.   Prior to joining CTWM Melissa was a Director […]

Kimberly Lockwood

Kimberly J. Lockwood brings over 30 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC (CTWM).  Kimberly works with a team of advisors to provide exceptional client service.  She also has administrative responsibilities within the Operations Department. Prior to joining CTWM, Kimberly was an Investment Administrator at Filomeno Wealth Management, LLC.  Her previous work experience includes management within the Human Resources administration at Arthur Andersen, LLP, and as an Executive Assistant […]

Daria Haaser

Daria Haaser joined Connecticut Wealth Management in 2017 as a Client Service Specialist.  She prepares for client meetings, opens and maintains accounts, and ensures that clients receive exceptional service.  In addition, Daria assists in the firm’s Human Resources department.  Education Daria graduated from the University of Saint Joseph with a Bachelor of Science degree in Business Management in 2017. Daria continued her education by earning a Master’s in Management at the University of Saint Joseph in 2018. Affiliations & Community Involvement In […]

Cyndy Borenstein

Cyndy Borenstein brings over 20 years of administrative experience to her position as a 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 graduated from Bay Path University with an Associate of Arts degree. Affiliations & Community Involvement In her free time, she enjoys traveling and entertaining family […]

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 […]

Lauren DellaFera

Lauren DellaFera brings over 10 years of administrative experience to her role as a Client Service Specialist for Connecticut Wealth Management. Lauren works closely with her advisory team to provide exceptional service and 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 firm leadership […]