Rachel Jase

Rachel Jase brings 16 years of customer service experience to her position as a Client Service Specialist at Connecticut Wealth Management (CTWM). Prior to CTWM, Rachel worked in tax preparation as an administrator and staff accountant at a local accounting and advisory firm. Her strong personal relationships with clients helped to meet their tax planning and financial goals, a skillset that enhances the high level of service she provides to clients at CTWM. Education & Certifications Rachel graduated from Eastern […]

Katelyn Marien

Katelyn Marien joins Connecticut Wealth Management (CTWM) as a Client Service Specialist, bringing with her experience in the financial services industry as well as leadership experience. Most recently, Katelyn worked as a Relationship Banker at M&T Bank, where she ensured that all client financial needs were met in a timely and thorough manner. During a recent merger, Katelyn served as the team’s conversion captain, where she traveled to an existing M&T branch and trained for a week before bringing back […]

Rachel Puleo

Rachel Puleo joined the Connecticut Wealth Management (CTWM) team in 2023 as a Client Service Specialist. She brings over 7 years of industry experience to her role at CTWM, working closely with a team of advisors to service client needs, including account maintenance and money transfers. Prior to CTWM, Rachel worked as a Client Relationship Manager for a wealth management firm located in Cheshire that focused on helping teachers plan for their retirement; she also oversaw the training of new […]

Daniela Stringa

Daniela Stringa joined the Connecticut Wealth Management team in 2023. She brings over 15 years of administrative experience to her role as a Senior Client Service Specialist. Daniela assists in preparing for client meetings, opening and maintaining accounts, and ensuring that clients receive exceptional service. Daniela loves the dynamic of working with families and helping them plan for the protection of future generations. Prior to joining the CTWM team, Daniela worked as a Wealth Management Specialist for Wilmington Trust, a […]

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 Senior 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 […]

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 […]

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 […]

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 […]